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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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MYTHS BUSTED: AGENCY TRUST MONEY AND CAPITALIZATION by Chris Burand July 8, 2010 Insurance Journal: lsquo;FBI Raids Tennessee Payroll, Insurance Firm Sommet Group Jul...
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NASCAR: SUCCESS CREATES CHALLENGES by Chris Burand Chris Burand compares agency management challenges with NASCARs: Learning to manage people and their emotions, while still succeeding...
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Sometimes I think that the best thing that could happen would be for someone to take away the computer printer. Why? Because, every time I send an E-mail out to a large group, a third of the group will print the message even before reading it, a third will read it and then print it, and only the last third will simply read and delete it.
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According to an old axiom, keeping an existing customer is much more profitable than spending money going after new prospects. While that's generally valid in any business, it seems especially true in P/C agencies, particularly when management recognizes dozens of related financial services that can flow through a P/C book of business.
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NEW BUSINESS DEVELOPMENT: IT'S MORE THAN SALES by Kevin Grant CFP, ChFC According to The Best Practices Of The Leading Independent Insurance Agencies In The United States, a study commissioned by t...
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Dear (Customer Name), Thanks for your check in payment for your insurance.
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INFORMATION DATE 19890617 DESCRIPTION USDOL Program Highlights, New Directions SUBJECT New Directions ABSTRACT New Directions is a national training program, funded by the Occupational Safety and H...
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Dear (Customer Name), CUSTOMER SALUTATION GOES HERE THANK YOU! We appreciate your placing your HOMEOWNERS INSURANCE with (Company Name). We find that for convenience and service,...
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The Internal Revenue Service (IRS) has marched on, and now there's more to say about classifying employees. Federal law (that is, IRS regulation...
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NEW IRS EMPLOYEE CLASSIFICATIONS by Marvin Sahl, CLU The Internal Revenue Service (IRS) has marched on, and now there's more to say about classifying employees. Federal law (that is, IRS regu...