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Are Csrs ‘Exempt’ Employees?

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ARE CSRS lsquo;EXEMPT EMPLOYEES? by Judi Newman and the IIABA Virtual Faculty Is the customer service representative (CSR) position in an insurance agency considered ...

Are You A Deadbeat Shareholder?

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If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate.

Are You A Good Boss?

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ARE YOU A GOOD BOSS? by Maribeth Kusmeski Are you a good boss? Really? I know when I ask myself that question, I come to the conclusion that I could be better. So what makes a good...

Are You A Leader Or Just The Boss

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It takes more than a job title and a loud voice to get an agency team to function properly. This applies to owners, managers, and supervisors alike, says Jack Fries.

Are You A Producer Or A CSR?

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ARE YOU A PRODUCER OR A CSR? by Grace Bauer There are plenty of producers out there who are really CSRs. Are you one of ...

Are You Giving Your Customers What They Want?

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ARE YOU GIVING YOUR CUSTOMERS WHAT THEY WANT? by Al Diamond The first question is 'Do you know what the customers want?' If your answer is 'They always want the lowest ...

Are You Memorable?

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ARE YOU MEMORABLE? by Emily Huling There's nothing more flattering than being remembered - for the right reasons, of course. Why do some individuals always leave a favorable, unforgettab...

Are You Running In Place — Or Running The Race?

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AlDiamond1
ARE YOU RUNNING IN PLACE OR RUNNING THE RACE? by Al Diamond In this document, Al Diamond identifies the four phases of agent activity that define the effectiveness of...

Are You Wilting Yet?

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ARE YOU WILTING YET? by Grace Bauer If you're feeling yourself wilt on the job and think that you might be f...

Are Your Csrs Providing Real Customer Service?

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What Is Customer Service? Customer service in an insurance agency consists of four specific functions: Processing, professional advice, production, and positive communication.

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