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Profile Checksheet Of Agency Heading Toward Bankruptcy

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PROFILE CHECKSHEET OFAGENCY HEADING TOWARD BANKRUPTCY by Chris Burand How healthy is your agency? This checksheet and financial analysis criteria can give you the answer. Use thes...

Profit Center Accounting

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PROFIT CENTER ACCOUNTING by Bill Schoeffler and Catherine Oak Is Personal Lines costing your agency money? When is it time to hire a new employee for Commercial Lines? Profit center ...

Profit Center Approach To Sales

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PROFIT CENTER APPROACH TO SALES by Carol Hammes Use this proven method to analyze the profitability of every sale. Insurance companies, hungry for more business, have been cutting s...

Project-Driven Benchmarking

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PROJECT-DRIVEN BENCHMARKING by Al Diamond Objectives define the annual goals of a company, but over the course of a year the process can become routine and t...

Prospecting for Introductions - 10 Steps to Remember

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To grow your referral business, follow these 10 steps by Bill Cates.

Prospecting Idea For Solid Gold Clients

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PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...

Protect Against E&O

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PROTECT AGAINST E&O by Mary Beth Bolen E&O insurance is a type of coverage that protects individuals and businesses from losing potentially millions of dollars through uncovered losses that were jud...

PROTECT PRIVATE INFORMATION FROM OUTSIDERS AND INSIDERS! by Steve Anderson Steve Anderson presents three recent events that demonstrate clearly that protecting the privacy of cli...

Protect Your Agency When An Employee Leaves

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PROTECT YOUR AGENCY WHEN AN EMPLOYEE LEAVES by Steve Anderson and Kitty Ambers In today's highly automated environment, it's imperat...

Prove It With Crm

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Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...

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