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The AIMS Society blog is designed to provide practical, timely ideas to help insurance agencies improve results from their marketing and sales efforts. Wishing you much success!!! For even more, consider joining the AIMS Society and you'll have access to a powerful network of agents and carrier personnel focused on excellence in sales!

 

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Bugging your Customers - A Great Way to Reach Out This Summer

Posted By AIMS Society, Friday, June 23, 2017

Part of being a great insurance agent is looking at all aspects of risk faced by your clients and sharing ways that they can protect themselves, even if it doesn't immediately translate to a policy sale for you. The point is to become a valued resource that your customers can't imagine being without.

One of the biggest risks of summer is pests; and people are always interested in finding new ways to stay bite-free. Below is some basic information you can simply cut and paste into an informational email. By doing this, you add another point of contact and another reminder of your value.

Sample Email Copy

Buzz Off—Tips for Staying Bite-Free This Summer

As insurance agents, we see all types of risk, big and small. With the arrival of summer, there's one risk that can quickly turn from just a nuisance into a real health issue—bugs and their bites.

Mosquito-borne illnesses include Zika, West Nile virus, dengue fever and Chikungunya.

  • Zika symptoms include fever, rash, headache, joint pain, conjunctivitis (red eyes) and muscle pain.
  • With West Nile, there are no symptoms in most people (70%-80%). However, about one person in five will develop a fever as well as a headache, fatigue, body aches, joint pains, vomiting, diarrhea or rash. Fatigue and weakness can last for weeks or months. Unfortunately, a small percentage of people, particularly those over age 60 or with medical conditions such as cancer, diabetes, hypertension or kidney disease, are at risk for more serious symptoms. In these cases, recovery can take several weeks or months, with some neurological issues remaining permanently.
  • The obvious goal with all mosquito-borne illnesses is to avoid bites in the first place; unfortunately, citronella candles and sonic repellents don't work as well as advertised.
  • Instead, look for pesticides containing DEET and lemon eucalyptus. Spray them around your yard, particularly before gatherings.
  • Also, it's important to regularly empty any standing water on your property and cover or turn over anything that could retain water, such as tires, buckets or empty planters.

Experts predict that 2017 will be a "particularly bad year" for Lyme disease, which is caused by deer tick bites. It's now the fastest-growing vector-borne disease in America.

  • Symptoms include fever, headache, exhaustion, swollen lymph nodes, and muscle and join aches. Although considered a tell-tale sign, only half of Lyme disease cases present with a bull's-eye-shaped rash. Making diagnosis even more complicated, blood tests show a false negative 25%-50% of the time.
  • Left untreated, Lyme disease can become a serious health problem with chronic shooting pain and swelling, heart trouble, shortness of breath, and neurological issues.

To minimize chances of a tick bite:

  • Stay away from where they live—brush areas, tall grass and thick woods. Walk in the center of trails when hiking.
  • Use a repellent with 20% more of DEET, picaridin or IR3535. This EPA tool can help you pick the best one for you.
  • Put the repellent on after sunscreen and spray on your clothes as well.
  • Cover baby carriers or strollers with netting.
  • Wear light-colored clothes and long sleeves and pants. Tuck pants into socks.
  • Protect your pets as well with a pest collar, sprays, powers or monthly topical.

 

Tags:  agency value  AIMS Society  business value  Friends  insurance marketing and sales  Networking  sellability  Social Media  vacation 

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FREE Attendance at 2017 PRO-to-PRO

Posted By AIMS Society, Tuesday, January 24, 2017

How to Get it PLUS a Designation!

Free attendance for the 2017 PRO-to-PRO? How can that be? Actually, it's quite the deal.

If you come to Celebration, Florida just two days early, you can earn your CPIA designation and then stay through the end of the week for the PRO-to-PRO Retreat — free,

Yes, you read that right: Anyone who signs up for the CPIA seminars February 7-9, 2017 and stays at the Bohemian Hotel Celebration in our event's block of rooms will have their PRO-to-PRO attendance fee waived; that's how dedicated we are to making your time in Celebration even more worthwhile. 

You're committed to only one trip (to a pretty awesome location, particularly in the middle of winter), but will reap multiple benefits, including the only focused sales and marketing designation in the insurance industry, as well as interaction with some of the smartest minds in the industry.

Here's the itinerary:

February 7 — Position for Success (CPIA 1) — Facilitator: John Fear

February 8 — Implement for Success (CPIA 2) — Facilitator: Becky Lathrop

February 9 — Sustain Success (CPIA 3) — Facilitator: Ed Lamont

February 9-10 AIMS Society PRO-to-PRO Retreat

February 11 Optional golf outing

Of course, we welcome everyone for any portion of the week, but would love to send you home with both the CPIA Designation and the PRO-to-PRO experience. It's not too late to register, either, and we're eager to answer any questions you might have in advance of signing up. Just contact Donna Gray at donna@aimssociety.org. Hurry! The cut-off date for the discounted block of rooms ends January 26th!  

Check out all the details of the 2017 PRO-to-PRO agenda, read more about the benefits of the CPIA Designation, and sign up today! We look forward to seeing you in Celebration!

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Tags:  Agency Management  agency sale  agency value  AIMS Society  CPIA designation  efficiency  Friends  Insurance Education  Insurance Journal  insurance marketing and sales  Leadership  Networking  productivity  Professional Development  PRO-to-PRO  Relax  Risk Management  self-improvement  sellability  Social Media  teamwork  Technology  time management  vacation 

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We Interrupt This Holiday...with Your job

Posted By AIMS Society, Thursday, December 8, 2016

How to Maintain the Cheer without Losing Your Mind

"We're going to make that decision after the first of the year." Odds are you've heard that phrase a time or two around the holidays. Unfortunately, the stretch between Thanksgiving and New Year's Day can be one of the toughest times of the year for someone in sales. Seems everyone checks out. But, of course, your sales quota doesn't, so work you must (and in some ways even harder than at any other time of the year).

So how to survive the holidays with a smile? Here's some important rules to keep you going:

  • Perhaps most important, don't assume that everyone will put you off until after January 1. Keep working your contacts, using the opportunity to deliver a small end-of-year token of appreciation (think buttercream cookies from Cheryl's Cookies or a gourmet food or fruit basket from Harry and David) or help them firm up their own plans before the conclusion of a calendar year. Offer to take them to lunch, so you can both summarize what worked and what didn't over the past year.
  • Ask your boss if you can work a day or two from home. If you are the boss, consider rewarding your sales team with this valued perk. Will everyone put in a full eight hours? Maybe not, but know this annual reward is contingent on proven effort, you'll likely be pleased with the results.
  • If you're too inundated with work to fully enjoy the season, consider "rescheduling" the holiday. This doesn't mean you ignore the customary date altogether, but it does mean you might move an extended family get together to after the New year or change the traditional office party to February when everyone is less stressed. Who says we have to cram everything into the last month of the year?
  • Let the team know you understand the increased demands they face because of the holidays. Look for ways to ease their stresses and you'll plant the seeds of real loyalty.

—  Consider setting up a shopping day at work, with multiple vendors in attendance. Most of us know someone who sells jewelry or other small gifts through home sales.

—  Set up a group online shopping lunch with pizza. Gather the group, allow them to share gift ideas and perhaps give everyone an Amazon gift card or something similar to get them started.

We spend too much time at work to be miserable, particularly during the holidays. So instead of dreading the push-pull of the season, look for creative ways to make it work for both you and your clients. You might be surprised how productive the month turns out to be!

Happy Holidays!

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Tags:  AIMS Society  Friends  insurance marketing and sales  Leadership  Networking  producer compensation  Relax  self-improvement  teamwork  time management 

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Connections

Posted By Administration, Thursday, May 14, 2015
Updated: Wednesday, May 13, 2015

Last week was the AIMS PRO-to-PRO Executive retreat in Indianapolis. It washttps://scontent-ord.xx.fbcdn.net/hphotos-xft1/v/t1.0-9/11118461_10152877139447986_589220519811598585_n.jpg?oh=1395d168af39e175ab01079459752234&oe=5606480B another great opportunity to share ideas and begin planning for the future of our organization. It also provided us the chance to recognize the latest CPIA designees.

If you have the CPIA designation yourself, your AIMS membership fulfills the required update every two years. But I certainly hope you use your membership for more. As PRO-to-PRO revealed, one of our greatest benefits is the honest exchange of ideas. Through AIMS, you’ll find people who do what you do on a daily basis and understand your industry and your daily challenges. These are also the people who can affirm the value and integral importance of what you do as an insurance professional.

The fact of any association membership is that its ultimate value requires your participation. If you haven’t put your AIMS membership to work for you yet, let now be the time. Immerse yourself in AIMS starting in some small way today. Check out the member benefits like access to Rough Notes. Begin following us on Twitter (@AIMS_Society) and “liking” us on Facebook (AIMS Society/CPIA) to get your daily dose of sales advice and thought-starters.

Need more reasons? How about:

  •  Information libraries and knowledge bases
  •  Industry metrics to benchmark and improve your programs
  •  Industry best practices
  •  Discussions on how your peers chose a standard
  •  Discounts on professional materials
  •  Continuing education opportunities beyond CPIA
  •  Access to vendors
  •  Webinars on current topics
  •  Recognition awards
  •  Job opportunities
  •  An opportunity to give back to the profession

Perhaps most important of all—bring along a friend; introduce them to AIMS and invite them to join.

The crux of our organization relies on membership and our best tool for increasing those numbers is referral from others. That person you involve may eventually become a board member or presenter.

That person may bring a fresh perspective that we need. That person may prove to be our future.

Tags:  Friends  Insurance Education  Networking  Professional Development  PRO-to-PRO 

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