AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...

AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're loo...

ALTERNATIVE RISK FINANCING: SIZE DOESNT MATTER Most medium-sized and smaller companies protect themselves against their property and liability exposures by purchasing Commercial insuranc...

Help your top producers grow your agency & and their income!

Many of our clients find themselves the recipients of a decidedly mixed blessing. On one hand, they are successful because they employ many of the top producers in their community. On the other hand, since many of the community's top prospects already work in their agency, there's not much sales talent left to hire. They're ready, willing, and able to invest in future growth, but don't know quite how. If only they could find a way to replicate their top producers, their agency's market share would balloon.

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...

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...

Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...

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 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 ...

FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 2 Q: I recently heard of a database that keeps track of health practitioners who've been convicted of crimes and/or subjected to adverse ...