COMMON MISTAKES IN SELECTING SALESPEOPLE These points from Boardroom Reports were taken from a talk by Dr. Arthur Witkin, chief psychologist at Personal Science Center, New York. These are basi...

COMMON MISTAKES IN SELECTING SALESPEOPLE These points from Boardroom Reports were taken from a talk by Dr. Arthur Witkin, chief psycholog...

COMMUNICATE WITH EMPLOYEES! by Al Diamond Treat your employees like customers - not children! Most agency principals have owned one or two agencies and have been ...

Do you regularly negotiate such contractual issues as commission rates, growth goals, etc. with your companies?

Congratulations to the 57% who responded, “Yes!” Based on those positive responses, it appears that agencies of all sizes are negotiating. Negotiations aren't limited to larger agencies. If these agents weren't succeeding in their negotiations, even in a hard market, they'd be giving up. Although 57% is a good percentage, I'd love to see this number keep growing. If you aren't negotiating contractual issues with your companies, isn't it time to begin?

COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes....

COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes. How often have you p...

COMPUTERIZED RECORDS: NEW E&O CONCERNS? Over the last few years, the Independent Agency System has focused on the role of automation in the agency and marketplace. Emphasis has been placed on adaptin...

CONFIDENTIALITY AGREEMENT This Confidentiality Agreement ('Agreement') is executed effective between ('Employer') and ('Employee'), as consideration for the establishment o...

This Confidentiality Agreement ('Agreement') is executed effective between _____________, its subsidiaries, parents, successors and assigns ('Company') and _______________, his/her assigns, spouse, heirs or other legal representative ('Signator'), as consideration for the establishment and/or continuation of their employment relationship and sharing of Confidential Material.

CONFIRMATION OF EMPLOYEE CENSUS Dear (Customer Name): Thank you for taking the time to meet with me on ( ). I enjoyed talking with you and I believe I can come up with a Group insurance program that...