Insurance companies that embrace compliance automation position themselves for long-term success. While regulatory requirements will continue to evolve, businesses equipped with modern compliance tools can adapt quickly and efficiently. The investment in insurance compliance management software delivers returns through reduced operational risks, improved audit readiness, and enhanced regulatory relationships.

SHOULD CSRs SELL? by Joanna Brandi Although most customer service reps don't like to sell, they love to help and to be useful. If you ask them if they would feel good if...

SHOULD YOUR AGENCY BE AN 'S' OR A 'C' CORPORATION? by Gary Jacobson and Larry Morrison There are several options for setting up an agency, including sole proprietorships, pa...

SIMPLE WAYS TO DIFFERENTIATE YOUR AGENCY by E. Al Diamond Every year, I see agencies struggling with the problem of how to differentiate themselves from their competition. This is an especi...

SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...

“Outrageous” might seem like an indefensible stretch or, more likely, a deliberate attempt to attract attention. While it may be both, it’s also accurate because it expresses views that fly in the face of the traditional marketing and sales “truths” that are passed on to those who obey them, mostly without question.

SIX STEPS TO OUTSELL THE COMPETITION By Richard Barry All the little things you do can add up to make a big difference. Thats the point made in this document by Richard Barr...

SIX WAYS TO TAP INTO THE LIFETIME VALUE OF YOUR CLIENTS by Bill Cates Let me begin with a reminder: The lifetime value of your clients isn't just the business they can do with you over a...

SIXTEEN WAYS TO SURVIVE A RECESSION AND BUILD YOUR SALES by Patricia Berry Managers who approach tough economic times with a get-down-to-the-essentials attitude come out of a r...

SLOW DOWN ENJOY LIFE TODAY! by Grace Bauer Were all going so fast these days that sometimes its scary. Where did the time go? How did we get into the situ...