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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
Browse by topic
Sales management
Empower your employees to be mini-marketers—why satisfied staff equals free advertising
Discusses the three-fold process of employee empowerment, and how the rewards will not only show in positive press, but also in the agency’s bottom line. 3 pages
The art of an insurance promotion
Sometimes the lowest price isn’t the best option, an explanation of bait and switch and other methods of advertising today. 2 pages
New business presentations—12 tips for connecting with prospects
A series of tips agents can use to improve their ability to connect with their prospects. 4 pages
Finding and nurturing good producers—survey provides insight on hiring and training practices
This resource kit provides agents with information from a study conducted by The National Alliance Research Academy pertaining to agency hiring factors and methods for training. 4 pages
Building a referral-driven culture and driving revenues
Illustrates how to effectively utilize staff and generate referrals from networking to build a powerful, referral-driven agency. 3 pages
Six simple tips for increasing sales and decreasing stress
Have you ever found a lead on a scrap of paper after the prospect purchased from your competition? If so, this kit will give you tips to increase sales and decrease stress. 2 pages
Tips to build your personal-lines business
Simple strategies to expand your personal-lines business to ensure increased profitability. 3 pages
Prospecting that pays
Explains many ways that leads can be qualified to generate sales for your agency. 3 pages
Marketing peace of mind—be part of the solution to teen car crashes
A discussion that provides a “game plan” for agencies to offer supportive programs and educational materials on teen-driving safety while giving you the opportunity to market your products. 3 pages
How can I sell more when I have so much to do?
This resource kit answers this question by focusing on the essential component of the sales process. 2 pages
The power of seven—seven marketing strategies to let the customer know you are here
Seven “must” contacts or opportunities to include in your action plan of communicating with your customers and potential customers. 2 pages
Why have a marketing plan?—minimize mistakes and maximize your potential
Illustrates the importance of having a strategic marketing plan, the components of a successful plan and depicts nine reasons to plan. 3 pages
Working with an independent agent
A for-sale piece through PIA Design & Print that outlines the importance of working with an independent agent.
The cross marketing value of your service team
Details why fine-tuning your CSRs can be a strong asset to your agency. 2 pages
Improving agency performance—five core coaching skills make the difference
Illustrates the five coaching skills most needed to effectively manage employees and create a high performance work environment. 4 pages
Improving agency performance—new research shows link between ‘energetic profile’ and business success
Provides four steps to increase your agency’s energy level and improve performance. 3 pages
Build your agency—establish a niche
The reasons to build and secure a specific niche for your agency. 3 pages
Cold calling—four cornerstones to a successful initial contact
Discusses the importance of cold calls and how to make them successfully. 4 pages
Insurance script showdown: three scripts to make your cross-sell a ’yes’
This resource kit discusses the importance of cross-selling and offers some sample scripts to assist agents with cross-selling. 2 pages
The importance of sales meetings
Offers a list of reasons why sales meetings are critical to your success and suggestions for the optimal structure, agenda and rules for running one. 3 pages
A successful sales meeting
This resource kit provides tips on how to run a successful sales meeting. 2 pages
The power of Pinterest—is your agency using this growing social-media platform?
This resource kit explains how to use Pinterest as a way to connect with clients and prospects based on common interests. 3 pages
Establish key metrics for agency growth before considering business expansion moves
This resource kit offers simple strategies for building your agency’s book of business. 2 pages
Growing your marketing savvy in the digital age—five tips for using social media as a marketing tool
This resource kit discusses the importance of including social media in an agency’s marketing plan. 2 pages
Five steps to hold salespeople accountable
Tips to ensure your salespeople are working toward their fullest potential. 2 pages
Why and how to cold call
Discussion of why cold calling is so important and suggested steps to stay sharp and conquer fear. 2 pages
Leading the sales team to victory
This resource kit outlines four rules to ensure you and your sales team have the best shot at success. 1 page
Stay connected to your community: a four-step process to build a local brand in-person and remotely
This resource kit offers examples of ways you can build your local brand without spending millions. 2 pages
Insurance renewal cross-selling strategies
Offers suggestions on identifying cross-selling opportunities with your clients. 3 pages
Make five strategic changes to close more sales
Offers five changes to consider that could assist sales professionals in keeping up, staying relevant and closing more sales. 2 pages
Five reasons why your sales numbers aren’t good
Offers five reasons why your sales numbers aren’t good and five suggestions to fix them. 2 pages