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Articles tagged with money


What About The Yearly Account Review?

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CMEditor
WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...

What You Need To Know About Handyman Insurance

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ErinCarlson
In your handyman business, you may fix a deck one day and repair a roof the next. While fulfilling, your career also includes numerous risks. Be sure you purchase the right insurance coverage to protect your business.

What’s Your Exit Strategy?

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CMEditor
WHATS YOUR EXIT STRATEGY? by Mitch Axelrod Will you work until the day you die? Have you set a retirement date? Do you even think about it? Some people like the adventure of...

What's A Customer Worth?

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AlDiamond1
WHAT'S A CUSTOMER WORTH? by Al Diamond You work hard to sell insurance to new customers, we all know that, and that is why we pay for marketing and advertising to prospects, the general public...

When Your Customers Come Calling: Telephone Rules For Everyone In The Agency

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CMEditor
WHEN YOUR CUSTOMERS COME CALLING: TELEPHONE RULES FOR EVERYONE IN THE AGENCY by Judi Newman ...

Why Can't We Get Organized Around Here?!

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AlDiamond1
WHY CAN'T WE GET ORGANIZED AROUND HERE?! by Al Diamond I wouldn't want to count how often we have heard that sad lament from insurance agency principals. The place looks a mess, and the sta...

Why Do You Need Business Insurance?

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ErinCarlson
Most business owners would agree that it’s important to maintain insurance to protect business assets. When they think about insurance, business owners generally consider protection against hazards such as fire, flood or theft at their company sites. This is obviously an important protection to have. However, there are other types of hazards that may not be quite as high on the list, but protection could be every bit as important to offset significant financial losses.

Why Good CSR's Leave — And How To Retain Them

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CMEditor
WHY GOOD CSRS LEAVE AND HOW TO RETAIN THEM by Jack Fries Offer this career path to keep quality CSRs from moving on. When I ask agency owners and managers to name t...

WHY SHOULD I PAY A CONSULTANT WHEN BUYING OR SELLING AN AGENCY? by Roger Thomas I often hear it said by agents that a consultant 'costs too much,' particularly when someone is anti...

Why Worry About Retirement?

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CMEditor
WHY WORRY ABOUT RETIREMENT? by Chris Burand My experience in working with insurance agency owners is that most have a difficult time planning their retir...

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