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Agency Fee-Based Services: How to Provide Insurance and Risk Management Services


Agency Fee-Based Services: How to Provide Insurance and Risk Management Services

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Agency Fee-Based Services: How to Provide Insurance and Risk Management Services (Print)
$45.00
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Agency Fee-Based Services: How to Provide Insurance and Risk Management Services (eBook)
$35.00

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Readers can learn from the interview stories how agencies are providing services to increase revenues and attract new accounts. This study offers suggestions from an expert panel to explain how agencies are providing services on a fee basis. Agents can discover the types of services being provided, how to price and market these services, and the specific state regulations applicable to fee-based services.

Survey results of over 200 independent insurance agencies provide information about agencies' use of fee-based services, the types of services provided, implementation issues, and pricing strategies. (2nd edition, 134 pages)

CONTENTS:
-Services provided on a fee basis
-Reasons for offering fee-based services
-Obstacles with providing services
-Expense and pricing factors
-Contractual issues
-Marketing methods

UNIQUE FEATURES:
-Tips and suggestions from an expert panel
-Interview stories from agents who provide
 fee-based services

-Survey results showing current methods and trends
-State summaries of legality issues and
 disclosure requirements

-Checklists for implementing fee-based services

PRACTICAL USES AND BENEFITS:
-Discover revenue opportunities with different types of
 insurance and risk management services.

-Determine the expense factors and
 pricing considerations.

-Consider ways to market services and attract
 new accounts.

-Overcome obstacles with providing fee-based services.

Recommended reading for the James K. Ruble Large Commercial Seminar and all CRM courses.

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Recommended Reading

Agency Management Series

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