CompleteMarkets Editor

Articles authored by CompleteMarkets Editor


Special Offer To Prospects

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SPECIAL OFFER TO PROSPECTS Dear (Customer Name): Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in ( ) for over ( ) years. We are an independent insurance ag...

Specialist

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SPECIALIST Dear (Customer Name), Would you expect to: Buy a Mercedes Benz from your local Chevy dealer? Eat a gourmet dinner at Wendy's or McDonald's? Shop for...

Specimen Cluster Agreement

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SPECIMEN CLUSTER AGREEMENT Prepared By: DAVID A. BAKST, ESQUIRE MORRISON, MAHONEY & MILLER AGREEMENT made and entered into this ___ day of ____________, 19__, by and among the followi...

Spending On Tomorrow Hits Today's Bottom Line

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SPENDING ON TOMORROW HITS TODAY'S BOTTOM LINE by Diane Herbert and Pamela Millard The term, 'revenue per employee' is a widely accepted measure of an agency's performance. It's calcula...

Spreading Life Wealth Among Employees

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SPREADING LIFE WEALTH AMONG EMPLOYEES by George Nordhaus Dave Warren of Dodge, Warren and Peters, Torrance, California has a whole new insight into how to get many people in the age...

Spreadsheet Business Equation

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SPREADSHEET BUSINESS EQUATION by Virginia Bates If there are two phrases that turn agency principals off, they are probably 'work process engineering' and 'business planning.' The for...

Springtime Questionnaire

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SPRINGTIME QUESTIONNAIRE Check if yes: Home YES ...

Staff Bonus Plan

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STAFF BONUS PLAN by John Jaques Customer Service Representatives (CSRs) have evolved from primarily clerical employees who follow producers' specific directions to today's highl...

Staff Introduction

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STAFF INTRODUCTION Dear (Customer Name): When someone in your family is sick, you call your family doctor. But whom do you call when you have a Homeowners claim? Or when you have a question ...

Staff Meetings 101

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STAFF MEETINGS 101 by the IIABA Virtual Faculty In general, virtually all agencies should have periodic staff meetings. Unfortunately, too often these meetings are unproductive. According to one ...

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