plan

Articles tagged with plan


Take Charge Of Carrier Planning

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CMEditor
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...

Target Bop Prospects

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TARGET BOP PROSPECTS Dear (Customer Name): Imagine designing the perfect Business insurance policy. You'd probably insist on: A comprehensive, inclusive policy with no loopholes. ...

Target Corporations

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TARGET CORPORATIONS Dear (Customer Name): What do IBM and Exxon-Mobil Corporation have in common? An organized risk management team to show them the best ways to protect their assets. Professional ...

Testing Your Disaster Plan

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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...

The 10 Most Common Insurance Agency Marketing Mistakes: I

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JohnGraham
THE 10 MOST COMMON INSURANCE AGENCY MARKETING MISTAKES: I by John Graham ...

The Agency Business Plan: Your Road Map To Success

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Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.

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 Life Sale: Module Iv-D

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Most P/C agencies that start a brand-new Life department are going to start by selling Personal Life policies-and well they should. Concepts in Personal Life insurance are for the most part easier to grasp.

The Definition Of Insanity: Does It Apply To Your Agency?

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THE DEFINITION OF INSANITY: DOES IT APPLY TO YOUR AGENCY? by Becky Lathrop It has been said that lsquo;attitude will be the deciding factor in your failure or success. ...

The Dominant-Needs Sale: Module Iv-B

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THE DOMINANT-NEEDS SALE: MODULE IV-B This 'Sales and Marketing' module has from the beginning stressed using the two-call sale (with a qualifying interview, a between-interview period,...

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