Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

EMPHASIZE YOUR COMMITMENT Dear (Customer Name): Let us look into our crystal ball and predict the future of your business. Now, to be honest, that's not how we do it. We know you...

EMPLOYEE CONDUCT AND THE AMERICANS WITH DISABILITIES ACT by Don Phin Most employees with disabilities can maintain acceptable conduct in the workplace. However, on occasion, some employee...

EMPLOYEE PERFORMANCE EVALUATIONS by Troy Campbell The day of the annual performance review is the one you most look forward to during your work life. (Ha!) Systems for evaluating performance have b...

ENCOURAGING CLIENT HONESTY Some people think it's acceptable to be slightly dishonest when they buy insurance. They may fib a little to reduce Auto insurance premiums or try to 'get a little ...

ENHANCE YOUR TELEMARKETING RESULTS by Jack Burke Find the telemarketing system that will work for your agency. A few years ago I wrote an article entitled Telemarketing...

ENJOY INSTANT GRATIFICATION - BE A GREAT PROSPECTOR by Preston Diamond Stamp the p word on your brain like a tatto...

ETHICS IN LIFE INSURANCE AND RELATED FINANCIAL SERVICES by Samuel H. Weese, Ph.D., CLU, CPCU and Egnar F. Jensen In recent years, ethics has become a highly visible issue in the world of financial ...

EVERYBODYS GONE SURFIN by Jon Persky Productivity Issues Internet use in the workplace is both a necessity and a tempting distraction. In a poll commissioned by www.l...

EXCELLENCE: TURN UP THE HEAT! by Don Phin How to transform your agency from good to great. Greatness an...