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Planning

E&O: A Case Study

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JackBurke
E&O: A CASE STUDY by Jack Burke Jack Burke shares responses to a Flood and Business Interruption question from a reader. In regard to an article about an agency being sued ov...

E&O: Maintaining Suspense Systems

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CMEditor
E&O: MAINTAINING SUSPENSE SYSTEMS by Patricia Alexander Although suspense/follow-up is a big issue when it comes to E&O, there's very little in print about the importance of effectiv...

E&O-Proofing Your Agency: 25 Tips For Little Or No Cost!

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CMEditor
E&O-PROOFING YOUR AGENCY: 25 TIPS FOR LITTLE OR NO COST! by Ken Buehler E&O incidents are on the rise. We've entered an era where it seems that any uncovered loss creates a problem. In a hard mar...

Effective E-Mail Newsletter Marketing

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CMEditor
EFFECTIVE E-MAIL NEWSLETTER MARKETING by Steve Anderson Executing some delicate dance steps can help ensure that your e-mails are read. Use these 10 tweaks...

Effective Goal Reaching

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RandySchwantz
EFFECTIVE GOAL REACHING by Randy Schwantz Follow this four-step planning strategy to reach your goals. The key to achieving anything is to have a plan. More important, you need a ...

Effective Goal Reaching

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RandySchwantz
The key to achieving anything is to have a plan. More important, you need a plan you believe will work. Companies are willing to pay for sales training because it increases sales, meaning more money.

Eight Cost-Effective Ways To Market Your Agency On The Web

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CMEditor
EIGHT COST-EFFECTIVE WAYS TO MARKET YOUR AGENCY ON THE WEB by Jack Fries Agencies large and small have embraced the Web as a place to have a presence. Fewer, however, have reall...

Eight Ways To Make Direct Marketing Copy Work Harder

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CMEditor
EIGHT WAYS TO MAKE DIRECT MARKETING COPY WORK HARDER by Patricia Czech Craft a powerful message that will present your products in the best possible light. In direct marketing camp...

Eliminate Backlog From Your Agency

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CMEditor
Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

Eliminate Customer Service Nightmares With "Carre"

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CMEditor
ELIMINATE CUSTOMER SERVICE NIGHTMARES WITH 'CARRE' by Jack Fries Wouldnt it great if you could get all of your customers to come back every year? For starters, you should put '...

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