agency

Articles tagged with agency


Excess-Interest Whole Life: Module V-A

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EXCESS-INTEREST WHOLE LIFE: MODULE V-A THE COVERAGE Excess-Interest Whole Life insurance is one of those products that few people know about-or know well. It's k...

Existing Clients

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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...

External Growth With Successful Acquisitions

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EXTERNAL GROWTH WITH SUCCESSFUL ACQUISITIONS by Carol Hammes Be prepared to do an acquisition before the opportunity presents itself. INTRODUCTION Most agencies will have the opportu...

Factors To Consider When Expanding Into Life Insurance

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Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...

Fifty Years' Experience In Homeowners

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FIFTY YEARS' EXPERIENCE IN HOMEOWNERS Dear (Customer Name), This may come as a surprise to you ... in the next few days, your banker might spend a substantial number of your hard-earned dollars (ve...

Final Check: Protect Against Errors And Omissions

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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...

Financial Management In An Uncertain Marketplace

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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...

Financial Services

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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

Financial Services Cross-Selling: More Relevant Than Ever

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FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...

Financial Statements As A Management Tool

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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...

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