insurance agencies

Articles tagged with insurance agencies


Budgeting: What, Why, And How?

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AlDiamond1
BUDGETING: WHAT, WHY, AND HOW? by Al Diamond Most insurance agencies dont budget. They operate on the lsquo;Money-in-the-Bank or the lsquo;Sell-and-Hope-for...

Can't We All Just Get Along?

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AlDiamond1
CAN'T WE ALL JUST GET ALONG? by Al Diamond Conflict Resolution in Insurance Agencies You tell your clients and your carriers that your agency staff is not just professional and expert in the...

Catastrophe Checklists: Be Prepared!

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CMEditor
CATASTROPHE CHECKLISTS: BE PREPARED! by Grace Bauer Believe it or not, most agencies don't consider catastrophes an area of concern until disaster strikes close to ...

Changing Agency-Company Relations

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CHANGING AGENCY-COMPANY RELATIONS by Bobby Reagan On January 26-27, 1998, Reagan & Associates and the Independent Insurance Agents of America (IIAA) sponsore...

Choosing An Accountant

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CHOOSING AN ACCOUNTANT by Chris Burand The agency external accountant plays an integral part in every agency's operations. After reviewing many agencies financials, I've seen the unfortunate ...

Cluster Tips

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CMEditor
CLUSTER TIPS by Chris Burand Cluster contracts among individual agencies or groups of agencies (not necessarily the major cluster-type agency organizations) are almost alw...

Combining Insurance And Financial Services: Reality Check

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COMBINING INSURANCE AND FINANCIAL SERVICES: REALITY CHECK by Carol Hammes After the Barnett decision in Florida and the subsequent passage of the Gramm-Leach-Bliley Financ...

Cross-Sell Letter

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CMEditor
CROSS-SELL LETTER Dear (Customer Name), We have enjoyed the privilege of handling your Auto insurance and wanted to write about why we hope you'll consider using our agency for your Homeowners cove...

Customer Profiling

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AlDiamond1
CUSTOMER PROFILING by Al Diamond Although most agency management systems offer the potential to profile customers, relatively few agents complete, update, or use their customer profiles effecti...

Day Care Centers - "We Are Specialists"

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DAY CARE CENTERS - 'WE ARE SPECIALISTS' AFTER-THE-FACT PROTECTION ISN'T ENOUGH Dear (Customer Name): Of course you want to be completely insured in case of a loss to your business, but...

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