TRAINING: MODULE III-C INTRODUCTION The following section covers both producer and CSR training. By going through this section, you will be able to take an inexpe...

TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...

TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...

TURN lsquo;REDS INTO GOLD: FIND CREATIVE PROFESSIONALS by Michael Lovas The woman on the right derives great joy from her mental and physical activities. Shes a ...

TWO STEPS TO THE SALE by Bill Cates This article will combined two concepts Ive discussed in the past and apply them to the process of turning prospects into clients. Foresh...

UPDATE ON AGENCY VALUATION By Carol Hammes We have lost count of the number of telephone calls that we have received recently asking us what the going rate is for the sale of an insurance agency. ...

USE BUSINESS ENVELOPES FOR DIRECT MAIL The next time your agency orders its business envelopes, why not use the backside of the envelope for direct-mail appeals? Here's one sugg...

USE COMPLEX PASSWORDS by Steve Anderson Passwords seem to be the bane of our existence. However, until better technology comes along, were stuck with having to manage multiple pass...

There’s a lot of misinformation these days, with attorneys and employer groups recommending that employers not use such character assessments as DISC, Profiles International, Kolbe, ZeroRisk HR, McQuaig, and so forth. The concern is that these tests might trigger some type of discrimination or breach-of -privacy claim. In reality, there have been only a handful of claims based on using character assessment tools.

USING SOCIAL MEDIA: PROPER PLANNING AND EXECUTION MAKES IT WORK by Curtis Pearsall Youve probably heard the numbers: the overwhelming majority of Americans use some form of social...