IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

Management

Agency Perpetuation: Agents Must Go Back To The Drawing Board

This content has not been rated yet.

CMEditor
AGENCY PERPETUATION: AGENTS MUST GO BACK TO THE DRAWING BOARD by Brian Burke I would venture to say that 80% of the agencies represented by the readers of this column could reall...

Agency Principals: Don’t Put Off Perpetuation Planning!

This content has not been rated yet.

CMEditor
AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...

Agency Producer Recruiting: Challenges And Solutions

This content has not been rated yet.

CMEditor
AGENCY PRODUCER RECRUITING: CHALLENGES AND SOLUTIONS by Sharon Cunningham Its a classic conundrum: As an agency grows in size, it becomes harder and harder for its producers ...

Agency Productivity Levels

This content has not been rated yet.

CMEditor
AGENCY PRODUCTIVITY LEVELS by Carol Hammes Every business needs to evaluate itself against others to gauge its level of success and to identify areas in which it can improve. This docume...

Agency Productivity Levels Continue To Improve

This content has not been rated yet.

CMEditor
AGENCY PRODUCTIVITY LEVELS CONTINUE TO IMPROVE by Carol Hammes Despite the ongoing soft market in Commercial lines, the average insurance agency continues to show improvement in productivity lev...

Agency Profitability Audits Lead To Greater Success

This content has not been rated yet.

CMEditor
The Agency Profitability Audit consists of five stages:
• Analyze the Available Data
• Understand the Agency’s Objectives
• Determine the Agency’s Assets and Course of Action
• Inform All Personnel and Companies of the Course of Action
• Transact the Procedures and Practices Needed To Attain the Established Objectives

Agency Profitability Audits Lead To Greater Success

This content has not been rated yet.

CMEditor
Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products.

Agency Risk Management Of Soft Market/Hard Market Exposures

This content has not been rated yet.

CMEditor
AGENCY RISK MANAGEMENT OF SOFT MARKET/HARD MARKET EXPOSURES by Ken Buehler How well are you managing your loss exposures involving market conditions? This article will offer guideli...

Agency Sales: Synergies And Layoffs

This content has not been rated yet.

CMEditor
AGENCY SALES: SYNERGIES AND LAYOFFS by Chris Burand Employee layoffs after an acquisition mean that an agency has serious management issues. A ...

Agency Team Building

This content has not been rated yet.

CMEditor
AGENCY TEAM BUILDING by Eric Moberg The internal workings of every agency depend on the employees interacting effectively on a daily basis. Cooperation and communicat...

Search Articles/Libraries 
Select a Category
Choose a Content Package