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CATASTROPHE PLANNING: IS YOUR AGENCY REALLY PREPARED? by Grace Bauer After talking to a number of agents, I've learned that only 10% of agencies are truly prepared for a catastrophe! Sur...
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CATASTROPHE PLANNING: IT'S THAT TIME AGAIN by Grace Bauer Some of us are nervous about spring, knowing that it brings tornados and floods. Some of us are in hurricane areas, where summer a...
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CERTIFICATES OF INSURANCE, BINDERS AND EVIDENCES OF INSURANCE: WHATS THE DIFFERENCE? by Chris Burand I visit many agencies and interview hundreds of customer service representative...
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CHANGE IS A CERTAINTY by Al Diamond Attempting to maintain the same old business practices in a changing environment is as futile as trying to sit stationary in a rising tide. As ind...
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CHANGE SERVICEPROCEDURES THROUGH PARADIGM THINKING by Mary Beth Bolen Paradigms are the rules, standards, and boundaries within which we live and work. With todays volatile e...
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CHANGE: WHAT AN OPPORTUNITY! by Chris Burand A changing industry offers the greatest opportunity business people ever have for becoming successful. Chris Burand urges you to welco...
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This checklist outlines the major factors an insurance agency and a producer should consider in negotiating an employment agreement. It should not be construed as a specimen contract or agreement but merely a guide for reaching a meeting of the minds over subjects important to both parties. If you are engaged in this kind of negotiation now, use this form to check off these considerations in the blocks provided, as they are agreed upon. Be sure to consult an attorney for assistance in drafting the legal language necessary to implement a formal contract.
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CHOOSING AN ACCOUNTANT by Chris Burand The agency external accountant plays an integral part in every agency's operations. After reviewing many agencies financials, I've seen the unfortunate ...
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CLAIM PROCEDURAL GUIDELINES by Mary Beth Bolen Of all the things a customer service representative (CSR) does for clients, you and the agency are most directly affected by the clients' receptio...
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CLUSTER TIPS by Chris Burand Cluster contracts among individual agencies or groups of agencies (not necessarily the major cluster-type agency organizations) are almost alw...