1. Its time to take another look at PL
Introducing
2. Three Steps to Personal Lines Profits
1
3
2
Implement a Sales Culture
Leverage Technology Tools
Cultivate Your Current Clients
Learning from PLGA Members what works
3. Implement A Sales Culture
Training and Incentives
1
4. Its as simple as, Would you like fries with that? If you dont ask the question, dont expect to hear Yes.

Its not an either/or but rather a both/and. 5. Review your hiring criteria. 6. CSRs think Service; a change in title can change a mindset.

Getting Startedwith Training
Ask
Service
vs.
Sales
7. Difference between Service and Sales
Become a Pro-active service agency by ensuring all your clients are fully covered to protect all aspects of their lives.
Service is re-active.
Sales is pro-active.
8. 2
Cultivate Your Current Clients
A Wealth of Prospects Already Exists in Your Current Book
9. Are you stacking the deck?
When you look at your average account, how many policies have you written for them?
Policies Per Account
10. Are you stacking the deck?
When you look at your average account, how many policies have you written for them? Are you forgetting some?
On average, Independent Agents write 1 2 policies
per account!
Policies Per Account

Auto 11. Homeowners 12. Umbrella 13. Life 14. Annuity 15. Vacation home 16. Workers comp 17. Travel

What about you?
18. Sales is really all about servicing the client!
Account Rounding
19. New Personal Lines Business from Commercial Accounts
Have you written personal auto, homeowners and umbrella coverage for your business customers key personnel?
What about work comp for their domestic help?
20. Exciting new options
What about worksite programs for your commercial clients employees?
Its an added convenience at a time of diminishing benefits.
21. 3
Leverage Technology
A blended marketing approach of traditional & new methodologies
22. Social Media
Great platform for defining your brand and the personalities that make up your agencys culture.
Its about introducing yourself to prospects before they meet you.
23. The Power of Video
Video messages can be very personal, and very simple to shoot and post. Link to them in your tweets, blog and Facebook posts and/or directly on your website.
Video email is a great vehicle for personalizing those one-to-one messages, confirming appointments and invitations to live webcasts.
24. Your Agency Website

How user friendly is your site? 25. Are there self-service options? 26. Do you have a blog? 27. Video? 28. Can consumers find information about insurance issues? 29. Is it more than an online brochure about your products and services?

Does it reflect your
agencys brand?
It should!
30. What are you waiting for?