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PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...
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PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...
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PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...
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It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...
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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...
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PERSONALITY TYPES: THE HIGH-S PROFILE by Steve Anderson The high-steadiness (high-S) person is generally amiable, easy-going, and relaxed. Steady people may be perceived as low-key, undem...
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Do customers really want more personal service? The answer may seem obvious, but is it? It's true that there are plenty of complaints-many of them justified-about shopping in stores where sales and service personnel are in short supply and the workers lack training, courtesy, and a desire to be helpful. But is all this a plea for bringing back old-fashioned personal service? It may seem so, but what's actually happening is quite different and far more significant.
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PERSONNEL FILE CHECKLIST Some or all of the following documents should be maintained in an employee's personnel file. [ ] Resume [ ] Letters of Reference [ ] Employment Application [ ...
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PHONE COURTESY REVISITED by Preston Diamond Good service over the phone means putting common courtesy into common practic...
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Successfully obtaining telephone appointments or expiration dates requires a new response to the worn out responses of yesterday.
Most people resent telephone interruptions and are prepared to do serious battle.