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Management

Perpetuation Planning: Why? How?

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AlDiamond1
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...

Perpetuation: Is Your Agency Prepared?

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CMEditor
PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...

Perpetuation: It’s Not Just A Money Thing

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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...

Personal Lines Profit: There's More Than One Way To Do It

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It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...

Personal Lines Records Increase Revenue!

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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...

Personality Types: The High-S Profile

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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...

Personalized Service Is Now The Norm

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CMEditor
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.

Personnel File Checklist

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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 [ ...

Phone Courtesy Revisited

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PHONE COURTESY REVISITED by Preston Diamond Good service over the phone means putting common courtesy into common practic...

Phone Savvy

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CMEditor
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.

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