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Articles tagged with year


Service: Fumbling The Ball

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SERVICE: FUMBLING THE BALL by Brenda French Part one of this series by Brenda French takes a look at how poor service is costing the industry. The next two articles will discuss th...

Set Marketing Expectations

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SET MARKETING EXPECTATIONS by Al Diamond Agents who use a professional marketing method are easily recognizable theyre the most active and successful marketers. Al ...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): Believe it or not, an entire year has gone by, and it's time to review your ( ) insurance. Because you are an important me...

Seven Really Big Ones: Tax Secrets The Irs Doesn't Want You To Know

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SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

Sharks Wanted: Hiring Great Salespeople

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SHARKS WANTED: HIRING GREAT SALESPEOPLE by Chris Burand Find the best sharks and train them to be even more effective predators. We dont want the people who ...

Should Your Agency Be An 'S' Or A 'C' Corporation?

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SHOULD YOUR AGENCY BE AN 'S' OR A 'C' CORPORATION? by Gary Jacobson and Larry Morrison There are several options for setting up an agency, including sole proprietorships, pa...

Simple Ways To Differentiate Your Agency

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SIMPLE WAYS TO DIFFERENTIATE YOUR AGENCY by E. Al Diamond Every year, I see agencies struggling with the problem of how to differentiate themselves from their competition. This is an especi...

Single-Premium Whole Life Insurance: Module V-C

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SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...

Staff Bonus Plan

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STAFF BONUS PLAN by John Jaques Customer Service Representatives (CSRs) have evolved from primarily clerical employees who follow producers' specific directions to today's highl...

Staff Meetings 101

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STAFF MEETINGS 101 by the IIABA Virtual Faculty In general, virtually all agencies should have periodic staff meetings. Unfortunately, too often these meetings are unproductive. According to one ...

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