agency

Articles tagged with agency


Three Perspectives On Perpetuation Mistakes

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THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...

Three Ways To Lower Your Agency Value

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THREE WAYS TO LOWER YOUR AGENCY VALUE by Bill Schoeffler and Catherine Oak When you sell your business, heres what youre really selling. When agency owners sell thei...

Time Off: The Guilt Trip

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TIME OFF: THE GUILT TRIP by Grace Bauer What happens in your agency when an employee calls in sick? As with any other event, if you have a plan in place youll be able to ...

To Boost Profits, Cut Agency Expenses: Part I

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART I by Jack Fries and Gary Holgate For your agency to survive, and thrive, youll need to implement effective expense con...

To Boost Profits, Cut Agency Expenses: Part II

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART II by Jack Fries and Gary Holgate This second installment in a three-part article focuses on the major techniques for controlling your agency e...

To Boost Profits, Cut Agency Expenses: Part III

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART III by Jack Fries and Gary Holgate This final installment in a three-part article provides guidelines for using expense controls to improve you...

Top 10 List Of Things To Consider When Starting A New Agency

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TOP 10 LIST OF THINGS TO CONSIDER WHEN STARTING A NEW AGENCY 1. MISSION STATEMENT. A mission statement might read: 'Our mission is to identify and serve specialty markets that have ...

Top 10 New Year's Resolutions For Agency Planning

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TOP 10 NEW YEAR'S RESOLUTIONS FOR AGENCY PLANNING by John Jaques Use these planning guidelines to grow sales and earnings. In case you didnt create a New Years resolution lis...

Total Account Selling To Present Customers

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TOTAL ACCOUNT SELLING TO PRESENT CUSTOMERS Dear (Customer Name): WE VALUE YOUR BUSINESS! (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we...

Total Account Solicitation

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TOTAL ACCOUNT SOLICITATION Dear (Customer Name): If you're like most of our clients, you welcome the idea of having all your insurance needs handled by one agency. Not only is it more convenient, b...

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