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Covenants Not To Compete

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CompleteMarkets Editor, E.J. Leverett, Jr. 4/30/2013 10:41:58 PM

COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...

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Credit Scores: Catch 22

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CompleteMarkets Editor, Fred Dent 4/30/2013 12:00:00 AM

CREDIT SCORES: CATCH 22 by Fred Dent Its important to build and maintain good credit reports. In addition, its now essential to monitor credit reports faithfully ...

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CRM Or Marketing?

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CompleteMarkets Editor, Patricia Czech 4/30/2013 12:00:00 AM

CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d...

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CRM: The 80/20 Rule

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CompleteMarkets Editor, Patricia Czech 4/30/2013 12:00:00 AM

CRM: THE 80/20 RULE by Patricia Czech Have you heard about the 80/20 rule of customer relationship management (CRM)? Many vendors and consultants are using this rule as a popular sales p...

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Cross-Selling: Are You Maximizing Your Income Potential?

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CompleteMarkets Editor, Harlan Warthen 5/20/2013 12:00:00 AM

CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...

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Cross-Selling: What Went Wrong?

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Jack Burke 4/30/2013 12:00:00 AM

CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? ...

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CSR's Who Sell: Should They Be Treated Like Producers?

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CompleteMarkets Editor, Virginia Bates 4/30/2013 12:00:00 AM

CSRs WHO SELL: SHOULD THEY BE TREATED LIKE PRODUCERS? by Virginia Bates Put your money where your mouth is. Whether principals and managers assume that employees unders...

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Develop A Legal Fee Management Strategy Before You Need It

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CompleteMarkets Editor, John Beringer 4/30/2013 12:00:00 AM

DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...

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Developing A Marketing Plan In A Distressed Agency

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CompleteMarkets Editor, Ken Buehler 4/30/2013 12:00:00 AM

DEVELOPING A MARKETING PLAN (IN A DISTRESSED AGENCY) by Ken Buehler It is an uphill battle for a distressed agency to get back on track and sustain any level of growth if it f...

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Disaster Planning For Agents

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CompleteMarkets Editor, Steve Anderson 6/3/2013 12:00:00 AM

DISASTER PLANNING FOR AGENTS by Steve Anderson If we arent prepared to deal with a disasters effects on our own operations, we wont be in a position to help our cli...

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