MONITORING THE PLAN The monitoring process is almost as important as the actual plan. The agency's progress toward the plan's goals should be closely and carefully monitored. T...

NEW BUSINESS DEVELOPMENT: IT'S MORE THAN SALES by Kevin Grant CFP, ChFC According to The Best Practices Of The Leading Independent Insurance Agencies In The United States, a study commissioned by t...

Procrastination is the greatest labor-saving device ever invented. Agency owners look at various changes they can make in their agency and say, 'This is a great idea and I’ll implement it as soon as I can get around to it.' In this document, Jack Fries suggests that you eliminate the talk and resolve to take action in the New Year — and watch your profits grow.

OPTIMAL LONG-TERM PRODUCER INCENTIVES by Larry Morrison and Gary Jacobson The optimal program for producers involves training and support, short-term compensation and in...

OSHA HANDBOOK FOR SMALL BUSINESSES (PART 1) SAFETY MANAGEMENT SERIES U.S. Department of Labor Occupational Safety and Health Administration OSHA 2209 1992 (Revised) ABOUT THI...

OVERCOMING OBJECTIONS: MODULE IV-A Life insurance must be sold-it is seldom simply purchased because it's needed or mandatory, like Auto insurance often is. And any time you sell, you'...

OWNERSHIP OF A PRODUCER'S BOOK: A BETTER WAY by Larry Morrison and Gary Jacobson Some agencies choose to offer key producers an 'ownership' interest in the producer's b...

OWNERSHIP, PERPETUATION, AND MANAGEMENT by John Jaques The succession of ownership and management for your organization for the mid and long term is as important to your firm as ...

P.R.: SEPARATE FACT FROM FICTION by Michael Maynard Public relations is often improperly or ineffectively used, giving businesspeople, as well as the public, a warped view of P.R. In th...

PAYROLL DEDUCTION EMPLOYEE BENEFITS: MODULEV-B THE COVERAGE Payroll deduction employee benefits can involve a number of coverage products ranging from Term, Whole...