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