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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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It seems as if we all need a good, old-fashioned whack on the head to get our attention. This is a moment when businesses need to connect with the business end of a two-by-four.
Change is in the wind. If there's one lesson the last decade or so has taught us, it's that there's a new economy, and it's global, integrated, and interdependent.
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IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end, Manes has written this powerful, substantial document. The IMMS Management Center will post it in three installments. Used singly or in combination, these documents will help you build your skills and achieve your goals.
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PRE-APPROACH LETTER Dear (Customer Name): 'ONE SIZE FITS ALL.' Is that the kind of insurance program for which you're paying? Although this approach might work with socks, it hardly s...
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PREMIUM AUDITORS: PROFESSIONALISM IN PRACTICE by Rhonda Hamel As a provider of educational services to insurance agents, I've learned many things about how other insurance professionals perceiv...
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PREMIUM FINANCING AGREEMENT Dear (Customer Name), RE: Policy Policy Number Company As we agreed, the premium for this policy is being financed with ( ). It is very important tha...
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PREPARATION IS KEY TO MAXIMIZING THE VALUE OF YOUR AGENCY by Sharon Cunningham Use these guidelines to increase your agencys value and get the best price w...
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PREPARE YOUR EMPLOYEES FOR AN EMERGENCY EVACUATION Dont wait for an emergency to find out how prepared your people are. Everyone in your organization, from the CEO down to the newest, lo...
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PREPARING FOR AN OSHA INSPECTION by Bill Grieb This issue is on inspections: What is the Occupational Safety and Health Administration (OSHA) looking for, how to prepare, and an inspection checklist...
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This month we will take a look at two more areas where agencies and their owners can get into serious legal and financial trouble: real or perceived errors...
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PREVENT IDENTITY THEFT: BE AWARE, BE PROACTIVE, BE ASSERTIVE by Chris Wright An incorrect billing statement could be a simple error...