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With the seasons changing quickly and winter on the not-so-distant horizon, it is important for your policyholders to be getting their homes in the best shape possible before the first snow falls. From cleaning out the gutters to checking for signs of unwelcome rodent visitors, West Bend has a great checklist to share with property…
Read MoreMadison, WI – After being awarded the title of Wisconsin’s 2022 Outstanding CSR of the Year by the Professional Insurance Agents of Wisconsin (PIAW), Tiffanie Courtney, CIC, CISR, CRIS of M3 Insurance in De Pere, Wisconsin, has been selected as the National Outstanding CSR of the Year by The National Alliance for Insurance Education &…
Read MoreCross-sell, upsell, account rounding. These are popular insurance terms but by no means unfamiliar to most marketing professionals. From “super-sizing” your fast-food order to reviewing items “customers also bought,” reaching beyond your client’s primary purchase should be a key sales approach in every insurance agency’s office. New Clients The best opportunity to present a multi-line…
Read MoreBy: Judd Genda and Robert Procter | Axley Attorneys For as long as there have been independent insurance agencies, agencies have relied upon customer service representatives (CSRs) and other unlicensed employees to assist in their day-to-day operations. These unlicensed employees have become critical to the ongoing success of independent insurance agencies. Some unlicensed employees simply…
Read MoreIt takes less than two minutes for a thief with a reciprocating saw to crawl under your vehicle and make the two or three cuts required to steal your catalytic converter. Less than two minutes time to take a part they will salvage for $200 and you’ll need to replace it at a cost anywhere…
Read MoreDue to a reported uptick in beneficiary complaints against third-party marketing organizations, the Centers for Medicare & Medicaid Services (CMS) has issued a rule imposing new marketing requirements on all third-party marketing organizations selling Medicare Advantage and Part D plans. The final rule has been published and the requirements will go into effect starting October 1st…
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