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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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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.
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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”
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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...
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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. '...
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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...
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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.
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Dear (Customer Name): How many plumbing, heating, and air conditioning contractors have the knowledge to also be insurance agent...
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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...
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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 ...
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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, ...