CompleteMarkets Editor

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Planning Your Future: How To Choose A Consultant

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PLANNING YOUR FUTURE: HOW TO CHOOSE A CONSULTANT by Emily Huling What are your specific challenges? Mergers? Acquisitions? Finding qualified personnel? Marketing strategies? Automatio...

Planning: A Survival Tool

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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...

Please Don't Hang Up

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'PLEASE DON'T HANG UP' Have you ever heard of a business sales letter beginning with the words, 'Please don't hang up'? Use anything to get the customer into the letter and keep him or her rea...

Plumbing/Hvac Contractors - "Ignorance Is Not Bliss"

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IGNORANCE IS BLISS. This may be true in some cases, but when it comes to your insurance program, ignorance can be dangerous.

Plumbing/Hvac Contractors - "Plumbing Knowledge Is Important"

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Dear (Customer Name): How many plumbing, heating, and air conditioning contractors have the knowledge to also be insurance agent...

Policy Renewal With New Carrier

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POLICY RENEWAL WITH NEW CARRIER Dear (Customer Name), Your current (Type of Coverage) insurance policy will be expiring soon and we are now in the process of preparing your renewal policy. In the i...

Poor Company Service: The Antidote

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POOR COMPANY SERVICE: THE ANTIDOTE by Chris Burand Get your companies to listen to you for your mutual benefit. Recent research has revealed that all company employees ...

Positioning Is An E&O Issue

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POSITIONING IS AN E&O ISSUE by Phyllis Van Wyhe The way you position yourself with your clients impacts your E&O exposure. Fast Phil sells cheap, hassle-free insurance. He says, ...

Post-Deal Integration With Banks: Challenges And Opportunities

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POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...

Post-Employment Release Of Employment Information

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POST-EMPLOYMENT RELEASE OF EMPLOYMENT INFORMATION (FOR FORMER EMPLOYEES) I, , hereby authorize to release information to prospective employers regarding my employment with this com...

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