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value
Articles tagged with value
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ANNIVERSARY LETTER Dear (Customer Name), CONGRATULATIONS ON YOUR FIRST ANNIVERSARY IN YOUR NEW HOME! As a new homeowner, I bet you've had your hands full this past year. Moving, organizing, deco...
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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...
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APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...
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ARE RACETRACKS SUSTAINABLE? by Mike Manes Although Insurance middlemen continue to do well, the landscape has already changed. If the industry doesnt adjust now brokerages will fal...
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Are two salespeople better than one? Sometimes yes and sometimes no.
Well-planned, well-executed joint sales calls can impress customers, add additional value to the product or service you sell, close sales, and retain business. But when a joint call goes bad, the results can be disastrous.
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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.
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AS GOES AGENCY GROWTH, SO GOES VALUE by Chris Burand Growth is a key factor in an agency's value. Chris Burand explains why poor or erratic growth is a risky investme...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss The agency management system of both players plays a critical role in making the deal. With so many agenc...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss With so many agencies looking to merge with or acquire other agencies, automation has become increasingly impo...
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AVOIDING ADVERSE LEGAL DECISIONS by Carol Hammes Several months ago we addressed the potential for lawsuits associated with agency errors and omissions. Unfortunately, there are a number of other ...