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BEST PRACTICES FOR AGENCY MANAGERS: LOOK BEYOND THE NUMBERS by Robert C. Smith Taking the financial and operational performance results of the Best Practices Study and building manag...
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BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...
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BETTER CONTINGENCIES EQUAL MORE PROFITS by Chris Burand Many insurance companies try to boost profits by reducing contingency payments - not a smart move. A go...
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BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi...
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Career coaches and psychiatrists tell us that their clients suffer from a familiar set of traps when it comes to progressing in their careers. In this document, Don Phin explores some of the most common work-based traps.
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BEYOND BEST PRACTICES: ARE YOU EXCEPTIONAL? by Tom Doran What are the five most crucial success factors to which you would attribute your success? This is the fundamental Best Pract...
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BEYOND THE 'ALPHA SPLIT': NEW WAYS TO DISTRIBUTE WORK LOADS by Raymond Keating Check out these alternatives to the traditional alpha split of Commercial Lines service. A cus...
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BIG CHANGES, BIG DOLLARS by Brian Burke This is about our industry, IPOs, financial danger, and some possible implications for our agency clients. Let's erase the board for a mo...
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BLUNDERERS BANK BIG BUCKS, TOO by Chris Burand Whats this? Adopt 'Worst Practices' to increase earnings? Say it aint so! Yet this document by Chris Burand is full of exa...
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BOILERPLATE ANSWERS by Chris Burand Different situations require different answers. Different agencies, although they might have the same problem, require different solutions. Simple, b...