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What’s My Agency Worth?

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Al Diamond , CompleteMarkets Editor 4/30/2013 12:00:00 AM

WHATS MY AGENCY WORTH? by Al Diamond Why is an agency worth different amounts in different valuation scenarios? The value of a business (including an insuranc...

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Whatever Happened To P-Commerce?

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CompleteMarkets Editor, Emily Huling 6/18/2015 12:00:00 AM

Does the sterile anonymity of Internet-commerce and 1-800-BUY-THIS leave you a little cold? In this document, Emily Huling reminds us not to lose our human touch when conducting business in person. Her observations provide useful insights for anyone in your firm who interacts with clients.

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When Your Customers Come Calling: The Right Way And The Wrong Way

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CompleteMarkets Editor, Judith Newman 4/30/2013 10:43:13 PM

WHEN YOUR CUSTOMERS COME CALLING: THE RIGHT WAY AND THE WRONG WAY by Judi Newman More ...

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When Your Customers Come Calling: Voice Mail Etiquette

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CompleteMarkets Editor, Judith Newman 4/30/2013 10:43:49 PM

WHEN YOUR CUSTOMERS COME CALLING: VOICE MAIL ETIQUETTE by Judi Newman More bus...

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When Your Customers Come Calling: Why Telephone Manners Are Important

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CompleteMarkets Editor, Judith Newman 4/30/2013 10:43:13 PM

WHEN YOUR CUSTOMERS COME CALLING: WHY TELEPHONE MANNERS ARE IMPORTANT by Judi Newman More bus...

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Why a Client-Centered Approach to Referrals?

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CompleteMarkets Editor, Bill Cates 7/27/2018 12:00:00 AM

In this document, Bill Cates tells you why a client-centered approach to seeking referrals is usually more effective than one that’s producer-centered. Instead of saying "I’m building my business and I need your help," you’re saying, "I’m glad you see the value in what we’ve accomplished. Let’s see who else can benefit from this service."

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Why Businesses Lose Customers

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CompleteMarkets Editor 4/30/2013 10:38:55 PM

WHY BUSINESSES LOSE CUSTOMERS After a 40-year career as an automobile dealer, Martin Bury wrote of his experiences in the book The Automobile Dealer (Damascus Publishing, Gresham, OR). A...

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Why Buy Insurance From You?

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CompleteMarkets Editor, Chris Burand 4/30/2013 12:00:00 AM

WHY BUY INSURANCE FROM YOU? by Chris Burand I've asked hundreds, probably even thousands, of agency personnel why people should buy insurance from them. I estimate that 95% answer, 'We pr...

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