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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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SAMPLE JOB DESCRIPTION: COMMERCIAL CSR Every position in the agency should have a written job description. An ideal job description contains the following elements: 1. Position title ...
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THANK YOU - SOLICIT WORKERS COMP THANK YOU! Dear (Customer Name), We don't often take the time to say thank you to our customers, but we wanted to let you know we apprecia...
3 Verified Reviews - 4 of 5.0
A BOY NAMED SUE: A GUIDE TO PRODUCER TRAINING by Chris Burand A successful producer training program creates a powerful competitive advantage. Many readers are probably familia...
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AUTO QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Auto prospects: AUTO INSURANCE QUESTIONN...
1 Verified Reviews - 5 of 5.0
HOMEOWNERS QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Homeowners prospects: HOMEOWNERS I...
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HOW NOT TO HATE PERFORMANCE EVALUATIONS by Emily Huling Emily Huling explains that a properly executed performance evaluation can help both individuals and organizations improve. ...
1 Verified Reviews - 4 of 5.0
LETS TALK ABOUT AGENCY PROCEDURES AGAIN by Grace Bauer We all have similar agency management concerns. Grace Bauer reminds you why we develop procedures and why we need to keep ...
2 Verified Reviews - 3.5 of 5.0
$200,000 GROSS COMMISSION PER PRODUCER: DREAM OR REALITY? by Chris Burand Whats your agencys break-even point for producers? Does $200,000 sound high? Read this document b...
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$50 MILLION LIFE INSURANCE SALES STARTS WITH P/C AGENTS Life agents can learn much from the following Life case written by a mother-daughter team. It all started, the agents said, when another agent...
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(NON-WEB) SITE PLANNING: OFFICE LAYOUT by Virginia Bates 'Even if you're on the right track, you'll get run over if you just sit there.' -- Will Rogers Many agency princi...