Thomas Barrett | Property Casualty 360

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Strictly Sales: The basics of a personal marketing and business plan

March 31, 2004

MY LAST column ("Have a Quantifiable Plan to Sell New Business in 2004," January 2004) created quite a response. A number of producers asked, "How do you put together a personal marketing and business plan?" Let's review the basics. Remember, it's

Strictly Sales: Have a quantifiable plan to sell new business in 2004

December 31, 2003

By the time this article goes to press, many of you will have begun the planning process for the new year. I routinely ask people if they have a marketing and business plan and a defined method for selling insurance that can be measured and

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Resources

Clean Your Data to Win the Customer Retention War link

Melissa

From Melissa

As more customers “unbundle” their insurance products and spread their business among many carriers, agents must look for creative strategies to retain and grow business. Download this white paper to learn top strategies to ensure success in 2024.

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Breaking the Check Barrier: Embracing Digital Payments in P&C Insurance link

CCC Intelligent Solutions

From CCC Intelligent Solutions

Discover how to break free from traditional check payments and embrace the digital revolution in the property and casualty (P&C) insurance industry.

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Commercial Property Preparedness: Bracing for Changing Risks link

OneShield

From OneShield

Commercial insurers have faced many challenges in 2023 due to a record number of billion-dollar weather events, inflation and a tightening reinsurance market. The increasing focus on individual risk levels in the reinsurance market requires insurers to embrace new technology, data, and tools to improve loss ratios and customer satisfaction. This eBook explores solutions to navigate these challenges and enhance risk management capabilities.

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7 Proven Strategies for Implementing a Workers' Comp Cloud Platform link

Origami Risk

From Origami Risk

Explore common pitfalls in core insurance transformations and how to avoid them. Discover comprehensive strategies and best practices to successfully plan and execute a cloud implementation in this comprehensive white paper.

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Build or Buy? Considering the Critical Decisions in P&C Core Insurance Cloud Digitization Projects link

Origami Risk

From Origami Risk

Navigating the complexities of P&C core insurance digitization is no easy task. Explore the critical decisions between building or buying and how to achieve operational excellence in this white paper.

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