insurance agency

Articles tagged with insurance agency


Customer Loyalty And Retention Primer

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LynnThomas
CUSTOMER LOYALTY AND RETENTION PRIMER by Lynn Thomas In todays highly competitive marketplace, customer retention is a critical success factor. IIAAs Best Practices lists i...

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...

Defensive Agency Management

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CMEditor
DEFENSIVE AGENCY MANAGEMENT by Carol Hammes Even in the best of times, managing an insurance agency isn't easy. The past decade has brought about rapid changes in technology, created more sales...

Developing A Personnel Plan

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CMEditor
DEVELOPING A PERSONNEL PLAN by Carol Hammes Many insurance agency managers will be in a position to hire at least one new em...

Developing Successful Producers

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CMEditor
DEVELOPING SUCCESSFUL PRODUCERS byCarol Hammes The most serious challenge facing the Independent Agency System today is...

Division Of Management: A Key To Agency Growth And Profits

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CMEditor
It's difficult for agency owners to succeed at management. When the same person is responsible for insurance issues and management, the latter will almost always suffer. In this document, Jack Fries reviews the essential requirements of a competent manager.

Divorce And Agency Value: Separating Goodwill

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CMEditor
DIVORCE AND AGENCY VALUE: SEPARATING GOODWILL by Roy Phillips In my agency valuation work with agents and their spouses in divorce cases over the past 15 years, the issue of profe...

Does A Banking Relationship Make Sense For You?

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CMEditor
DOES A BANKING RELATIONSHIP MAKE SENSE FOR YOU? by Chris Burand Banks are buying agencies, agencies are developing relationships with banks, insurance companies are opening banks, and a dozen...

Does Every Customer's Opinion Count? No!

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CMEditor
DOES EVERY CUSTOMER'S OPINION COUNT? NO! by Chris Burand A customer at a luxury car dealership complained to the salesperson, 'These additional features are unnecessary and certainly n...

Don't Let An E&O Deductible Hurt Your Agency

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DON'T LET AN E&O DEDUCTIBLE HURT YOUR AGENCY by Ronald Anderson Insurance agency managers may believe that employees who are key to causing an Errors & Omissions (E&O) claim should reimburse t...

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