Tag: producers

Industry News: How Etiquette Can Make or Break Your Business

February 22, 2019

From PropertyCasualty360:

Striking opportunities for client relationship-building are hiding in plain sight when good business etiquette reigns — whether in first-time prospect meetings or greeting longtime clients (no fist-bumps, hugging or kissing, generally speaking). So says Daniel Post Senning, great-great grandson of etiquette icon Emily Post, in an interview.

Indeed, the art of good etiquette (the French word means “prescribed behavior”) goes deeper than good manners, which typically evolve over time. Good etiquette is an expression of caring about others, which of course is helpful to gaining client trust, maintains Post Senning, 41, who, in the interview, discusses three scenarios in which good etiquette generates opportunities.

On behalf of the Emily Post Institute, based in Burlington, Vermont, Post Senning conducts business etiquette seminars for companies such as Barclays, Geico and UBS; teaches the train-the-trainer course; and hosts the “Awesome Etiquette” podcast with cousin Lizzie Post. Previously, he partnered with Bank of America as a spokesman promoting BofA’s new technology.

Click here to read the rest of this article.

CALLING ALL PRODUCERS

June 22, 2018

PRODUCERS: We want to hear from YOU!

In creating content for social media that is helpful to both existing and potential clients, we would love to know which social media sites you are using and if you’d be willing to participate in some engaging content on the D&D pages.

Please fill out this form at your convenience to answer a few short questions.

Thank you!!

After Hours Claims

June 22, 2018

A message from John Manning:

Coincidently, two clients had large loss commercial property fires last Friday evening & weekend. It is imperative to get these reported to the Insurance Co. ASAP. It is Not recommended to wait until Monday morning to submit the Claims Form.

  • I would think our Producers understand the urgency to report these claims themselves by calling the Insurance Co. 1-800 #.

In the past, I have discussed the Importance and Value of the 1-800 number services the client will receive from the Insurance Co. after hours.

They dispatch an adjuster, contact mitigation companies and provide immediate assistance to the client.

In many insistences ambulance chasing Contractors and or Public Adjusters monitor the Fire Department scanners and drive to these locations soliciting business. These business people are very savvy and stretch the truth about their involvement. They usually take advantage of our Clients who are under distress.

Attached again are the 1-800 # Insurance Company Call List and the Emergency Contractor Vendor List by Region to assist our Producers/Clients until the adjuster responds.

Then our Claims department will follow up with the Insured Monday morning to make sure everything is going according to plan.

If anyone has any questions, please contact me (John Manning).

Social Media

March 21, 2018

Producers: Are you using social media? If not, what are you waiting for? A great way to get started is to share content directly from the D&D pages on Facebook and Instagram.

Click here to read up on some of the benefits of using social media for your business.

Announcement: State Fund Premier Agency 2018

December 6, 2017

“As you may have heard,  we have been recognized as a Premier Agency for State Fund beginning 2018. This designation is extremely exclusive to a small percentage of Brokers in the state. As a result of the designation, we will be receiving 12% commission on accounts renewing 1/1/18 going forward. If your term sheets for 1/1/18 business do not reflect 12%, it is an internal system issue that will be corrected to reflect the correct commission amount at later time. We will be monitoring through accounting as well. Do not hold up renewals for this issue. Needless to say, this is a very positive development for our Company and important to our overall relationship with the State Fund.  Should you have any questions on this, let me know. Thank you.”

-Matt DeFendis

IBA: Rewriting the Words Brokers Should be Using to Win Clients

October 24, 2017

 

“It could be that you’re talking to your potential clients all wrong, that what you’re saying is turning them off rather than securing that deal.

Maybe you have a tried and true script you work off. Certainly there are insurance buzzwords you use time and time again…
Well, it may be time to re-evaluate the way you’re talking, particularly when it comes to high net-worth individuals. In fact, stop calling them that – they don’t like it.”

Click here to read more about how we talk to our clients.