SWOT: ASSESSING YOUR CHALLENGES AND OPPORTUNITIES by Pamela Millard There are signs that the economy is improving. Some have even suggested that the recession is over. Lets hope s...

TAKE YOUR WORKFLOWS TO THE NEXT LEVEL by Laura Nettles In this article, Laura Nettles has taken her checklist, Ch...

TARDINESS - WHAT TO DO WITH THE INHERENTLY TARDY? by Al Diamond Although you want everyone to be at work on time, yo...

TAX BENEFITS FOR S CORPORATIONS by Al Diamond Many insurance agencies have chartered themselves as sub-chapter S corporations over the years. The 'S Corp' was created so that companies co...

TAX IMPLICATIONS OF BUYING AND SELLING AGENCIES by Jon Persky One of your friendly competitors mentions that he received two times revenues when he sold his agency recently. However, did ...

If you offer a policy review, your agency must be prepared to handle responses. The first 10 seconds of a phone call may be crucial in forming the caller's impression of your professionalism. Depending on the agency's system for routing incoming calls, we advise that Life calls be handled by Life staff. In emergency situations, enough information should be obtained on the first call to enable the Life producer to reach the caller again, even if communications are difficult; don't lose the caller!

Even though marketing is a well-established concept in business, committing...

TERRORISM: COPING WITH CATASTROPHE by Doug Henderson In this document, Doug Henderson provides a checklist of precautionary measures you can take to minimize your losses in the event o...

TERRORIST ATTACK! by Doug Henderson One of the most interesting and challenging disaster simulation exercises is the Terrorist Attack scenario. Immediate disaster response e...

Testing your disaster plan is about the only way to ensure that the plan is complete, accurate, functional, and up to date. Testing will also...