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Annual Strategic Planning

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AlDiamond1
ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...

Annuities Should Create Agency Income

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CMEditor
Many of your insureds will be putting a lot of money into annuities this month, next month, and for many months to come. Based on national sales figures, this is a near-guarantee. Will they buy through your agency or from a competitor? If you're an agency decision maker, the answer lies in your hands.

Are Csrs ‘Exempt’ Employees?

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CMEditor
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 Jigsaw Puzzles Obsolete?

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CMEditor
ARE JIGSAW PUZZLES OBSOLETE? by Mike Manes According to Mike Manes, no one yet knows what the future might bring, and those who succeed will be the ones who best work in such a fluid...

Are You A Deadbeat Shareholder?

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CMEditor
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 Leader Or Just The Boss

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CMEditor
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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CMEditor
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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AlDiamond1
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 Listening To Your Customers?

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ARE YOU LISTENING TO YOUR CUSTOMERS? by Emily Huling On a recent business trip, I had dinner at one of the nicer family restaurants. A couple seated nearby had the same attentive server t...

Are You Memorable?

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CMEditor
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...

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