IMMS Library

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Management

Creating Your Business Plan

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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.

Creative Customer Service Hours

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CREATIVE CUSTOMER SERVICE HOURS by Mary Beth Bolen Agencies have traditionally operated as other offices do. The Monday-through-Friday, 9-to-5 workday, designed for administrative operations, ...

Credit Scores: Catch 22

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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 ...

Crisis Response: Turning Lemons Into Lemonade

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Every company faces crises that have the potential for doing serious damage to its reputation, image, and/or financial stability. Events that might’ve been minor or even unnoticed a few years ago could now wind up on the evening news or on page one of the newspaper. While some incidents are insignificant, others can be devastating. Yet when they occur it’s often difficult, if not impossible, to know whether the problem will evaporate or escalate, blow over or boomerang.

CRM Or Marketing?

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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...

CRM: The 80/20 Rule

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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...

Cross-Selling: Are You Maximizing Your Income Potential?

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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-...

Cross-Selling: What Went Wrong?

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

Cross-Selling: Your Untapped Gold Mine!

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RandySchwantz
To cross-sell effectively, you’ll need to define the “competitive advantage” that shows the client why buying from you will benefit them. Take these four steps to cross-sell your clients by showing them that you can meet their needs more effectively than their incumbent agent.

CSR Extraordinaire

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CSR EXTRAORDINAIRE by Mary Beth Bolen Tina Roberts currently works as a CSR for Cosmo Conte at his State Farm Insurance Agency in La Jolla, California-one of the top State Farm agencies in North...

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