plan

Articles tagged with plan


Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Comprehensive Coverage

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COMPREHENSIVE COVERAGE Dear (Customer Name): WHAT HAVE YOU GOT TO LOSE? Perhaps a lot, if you're relying on an insurance program that's outdated. There comes a time w...

Confused By The Numbers: The Case Of The Missing Question

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There are still those who believe that something will stick if you toss enough stuff against the wall. John Graham believes that we fail to ask ourselves the right question, the one that defines the marketing and sales mission.

Creating Your Business Plan

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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.

CSR Self-Analysis And Career Growth

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CSR SELF-ANALYSIS AND CAREER GROWTH by Mary Beth Bolen How CSRs can help themselves and their agencies grow. In the past, most people spent their entire work lives in one or...

Deferred Compensation Example

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DEFERRED COMPENSATION EXAMPLE by Larry Morrison and Gary Jacobson This is an example of the key financial features in a deferred compensation plan for top producers at a s...

Design Your Own Future

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DESIGN YOUR OWN FUTURE by Diane Herbert and Pamela Millard If youre failing to plan, youre planning to fail. What if we told you that companies with written busines...

Developing A Business Continuation Plan

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DEVELOPING A BUSINESS CONTINUATION PLAN by Douglas Henderson Offer your expertise to help keep your clients in business when disaster strikes. More and more companies are thi...

Developing Broker Services Agreements

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DEVELOPING BROKER SERVICES AGREEMENTS by Gary Griffin This document by Gary Griffin illustrates the detail with which you can draft a broker service agreement and paves the way for you ...

Developing Successful Producers

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DEVELOPING SUCCESSFUL PRODUCERS byCarol Hammes The most serious challenge facing the Independent Agency System today is...

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