personal lines

Articles tagged with personal lines


Staffing Smart

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STAFFING SMART by Roy Phillips Agency profitability can start with well-trained, well-compensated customer service reps who know their jobs. Reasonable expense ratios can be the difference b...

Success Story Marketing

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SUCCESS STORY MARKETING by E. Al Diamond Last week, I got a notice from my real estate broker announcing that she had just sold another house in my neighborhood. Then I realized that...

Successful Carrier Relationship Management

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No matter how much management, budgeting, staff training, or sales activity an agency or brokerage under...

Surveys Substantiate Theory: Retention Equals Growth

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SURVEYS SUBSTANTIATE THEORY: RETENTION EQUALS GROWTH When striving to make an agency grow, most agency managers focus on increasing new business. But it's just as important to address improv...

Take Charge Of Carrier Planning

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TAKE CHARGE OF CARRIER PLANNING by John Jaques When looking at profit improvement, most agency owners analyze and plan for new production, client service, staffin...

Take Your Workflows To The Next Level

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

Technology And The Agency: A Primer

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TECHNOLOGY AND THE AGENCY: A PRIMER by Ken Buehler Recently I met with an agency that had a state-of-the-art computer system. The system did everything, and then some! ACORD certificates, bind...

That Personal Touch

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THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...

The Business Development Plan - Part 1 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Business Development Plan - Part 3 Of 4

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The Business Development Plan - Part 3 Of 4

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