Sales and Account Development
*The agency must only solicit Personal Lines and Small Commercial new business that "fits" the underwriting guidelines of the insurance companies it has. It is too labor-intensive to attempt to place every type of insurance risk that exists in your geographical territory.
*The agency must ensure that all Personal Lines and Small Commercial Lines sales and service customer service representatives will account develop every time they have a telephone or face-to-face contact with a customer.
*The agency must create a program for inviting those customers with cross-sell potential from existing Personal Lines and Small Commercial Lines customers into the agency annually for a renewal coverage review.
Jack Fries has over 46 years of experience with both companies and insurance agencies. Fries & Fries Consulting is an automation, sales and management consulting firm aimed at improving agency profitability and customer service by implementing "Non-optional" procedures designed to also eliminate exposure to errors and omissions losses. In this capacity he has trained personnel in over 500 agencies.
Jack is an approved Errors and Omissions auditor for all major insurers.
Jack has authored several manuals including: Workflow Procedures Manual, Operations Manual & Employee Handbook, The CSR Manual and The Agency Business Planning Guide.
Jack Fries
Fries & Fries Consulting
151 S. Locust Hill Drive
Suite 1414
Lexington, KY 40517
Phone: (859) 317-9094
email: jfries@jackfries.com
Web: http://www.jackfries.com
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