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year
Articles tagged with year
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RETENTION AND RENEWALS: TWO NEW STEPS FOR PRODUCERS AND CSRs by Preston Diamond The higher your agencys referral and renewal rate, the stronger your bottom line. In this docume...
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REVIEWING THE ENTIRE SALES MANAGEMENT PROCESS by Tom Markley Successful sales management depends on how you answer eight questions. Selling is the act of negotiating between a co...
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RISK MANAGEMENT FOR DISASTERS: THE INSURANCE SOLUTION If disaster strikes, how well you protect your business against the risks it faces can make the difference between survival and extinction....
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FAMILY AND MEDICAL LEAVE Sample Statement (for companies with over 50 employees) The Family and Medical Leave Act of 1993 allows employees of the company who have worked for at least one year and fo...
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VACATION POLICY Vacation is paid by [Company Name] to regular full-time employees as follows: First year of employment: [one] week Second through third year of employment: [two] week...
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SAMPLE WELLNESS PAY POLICY This company does not believe it is good business practice to pay its employees for being sick. Very often sick days are abused or are the result of poor health habits. Ins...
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SAMPLE AGENCY BUSINESS PLAN
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SECURE CONSISTENCY! PROTECT YOUR AGENCY! by Grace Bauer A year has passed since I began talking full-time to agencies nationwide. I found the main concern of 99.9% of the agencies to b...
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Situation: Our agency has several thousand personal lines insureds, and we have written mortgage reduction life insurance-reducing term-on many. But we're not writing much of anything else in personal lines Life or Health, partly because our life producer is uncomfortable with that market.
I know there's more to life than reducing term, but what can I as agency president-not a Life expert at all-do about developing more business from that potential? (Our commercial accounts are handled well by other life producers.)
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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...