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Management

Track Renewal Workflow

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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...

Tracking Compliments And Complaints

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TRACKING COMPLIMENTS AND COMPLAINTS by Troy Campbell Customer satisfaction is subjective on the part of consumers. It is how they feel about you and the product or service you provide. The diff...

Trade Secrets: Value And Ownership Issues

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Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

Trade Secrets: What Are They ...

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TRADE SECRETS: WHAT ARE THEY AND HOW DO YOU PROTECT THEM? by Thomas M. Braniff, JD, and Roy L. Phillips Its important to identify what can be considered a trade secret...

Trade Shows Can Be Profitable

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TRADE SHOWS CAN BE PROFITABLE TRADE SHOWS MORE PROFITABLE THAN AGENCIES MAY IMAGINE Many agency owners see trade shows as expensive and frivolous events that benefit the show's organizers more ...

Train Your Staff To Handle Problems

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TRAIN YOUR STAFF TO HANDLE PROBLEMS by Bill Cates Tell me if you agree with this statement; A relationship that has had a problem - that has been handled well - is a stro...

Training Programs: Five Steps To Success

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In today's knowledge economy, you need well-trained workers to leverage your bottom line. Training can be either technical or emotional...

Training Tips

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TRAINING TIPS by Karen Flaherty How to meet the challenges and opportunities of training a new employee. During your career as a CSR, youll be asked (probab...

Transactional Filing, 1

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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...

Transactional Filing, 2

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TRANSACTIONAL FILING WHAT IS IT? Transactional filing is a method of filing paper by date processed rather than by customer. Why do transactional filing? ADVANTAGES Sav...

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