I have just posted solicitation flyers and some other informational pieces on the site under the Marketing tab.
You will find these very useful in account rounding, cross-selling, coverage reviews, or even just getting your insureds to the table to discuss needed but often undersold coverages.
Please take a look at them, and if you like what you see and want to adopt them for your own marketing (retail agents only, please!), email me for a Word document for ease of formatting to your needs. I can be reached at chrisc at usrisk dot com.
Tip of the hat to Julie Byington in the US Risk home office for designing the flyers!
Please let me know if you need information on other classes of business, overviews of exposures, examples of claims, etc.
Tags: account rounding, additional sales, coverage reviews, cross-selling, flyers, formatting, increase production, information, Insurance marketing tools, marketing, professional liability, professional liability wholesale broker, retail agents
