Successfully obtaining telephone appointments or expiration dates requires a new response to the worn out responses of yesterday.
Most people resent telephone interruptions and are prepared to do serious battle.

Have you ever heard the line, "talk is cheap"? Many insurance carriers, agencies, wholesalers, and vendors are finding ways to cut costs. In this document, Jeff Neilson helps you determine whether your organization is paying too much for telecom services.

PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...

Situation: I am a P/C agency principal and I have been pursuing Life and group business for the past few years. The results have been good so far, but I'm getting nervous about liability exposure. First I read about Kentucky agents who are being held liable for unpaid claims written in an insolvent multiple employer welfare arrangement (MEWA).

You've made the decision to form a captive premium finance company. You've also chosen to run your operation either by outsourcing to a third-party vendor or using software to run the operation in house. Chances are that your lending arrangement and state licensing are also in place. You're now ready to get started and you want to book your first loan. Before you open your doors for business, take a moment to consider some important factors in this new frontier of insurance premium financing.

A sample merger agreement between two insurance agencies.

An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...

Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

Electronic document storage is an issue that every agency should address as part of their management process. Steve Anderson offers some ideas to help you stay ahead of the storage curve.

Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”