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DEFEATING CUSTOMER LOYALTY by Jack Burke Its not the big things that will cost you customers. Quite frequently, its the small things that drive people into the arms of you...
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DEFERRED COMPENSATION EXAMPLE by Larry Morrison and Gary Jacobson This is an example of the key financial features in a deferred compensation plan for top producers at a s...
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How to create a calm, cohesive, and accountable working team.
Personnel challenges are not uncommon when you’re a manager. But how does a manager know if the root of the problem lies in the employee or the manager?
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DEVELOP JOB PERFORMANCE STANDARDS by Troy Campbell Successful companies have documented expectations of their associates' performance. They also have staff members who continually strive to do thei...
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DEVELOPING A PERSONNEL PLAN by Carol Hammes Many insurance agency managers will be in a position to hire at least one new em...
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DEVELOPING SUCCESSFUL PRODUCERS byCarol Hammes The most serious challenge facing the Independent Agency System today is...
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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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DISCOVER YOUR VALUE-ABILITY by Mitchell Axelrod 'What you see is what you get.' Flip Wilson Since he was 'involuntarily' retired at age 56, after one term as president, Jimmy Cart...
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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...
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It's difficult for agency owners to succeed at management. When the same person is responsible for insurance issues and management, the latter will almost always suffer. In this document, Jack Fries reviews the essential requirements of a competent manager.