Reinventing Annual Reviews

Summary:

Performing annual insurance reviews, in person, for all agency customers irrespective of account size, might lead to financial strain, excessive staff stress, and accusations of lunacy. But it can be done, affordably and with sanity by taking advantage of online web presentation tools. Performing these reviews will also improve retention, increase account sales, and provide more referrals for your insurance agency - in any economy.

Resources:

Other Resources:

• Annual Review Companion (PDF)
• Third Party Web Services:  DimDim (live webinar and webinar recording); polldaddy (survey tool)
• Boilerplate PowerPoint Slide Set (Confluency customers only; log into your Insurance Zone for access)
• Insurance agency website example of recorded webinar (via DimDim)
• Email Invitation Template (Confluency customers only; log into your Insurance Zone for access)
• Annual Review Wizard (Confluency customers only - part of website solutions)
• Review Seminar Follow Up Survey Boilerplate (Confluency customers only; log into your Insurance Zone for access)
• Post webinar survey copy (Confluency customers only; log into your Insurance Zone for access)
• Email to Non-Attendees Template (Confluency customers only; log into your Insurance Zone for access)
• Excel Results Tracking Spreadsheet Template (Confluency customers only; log into your Insurance Zone for access)