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Planning

Planning Guidelines

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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”

Planning: A Survival Tool

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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...

Playing Team

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DonPhin
During recent months, I've been asked to do a number of workshops on team building. These principles cover the basics.

Plumbing/Hvac Contractors - "Ignorance Is Not Bliss"

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IGNORANCE IS BLISS. This may be true in some cases, but when it comes to your insurance program, ignorance can be dangerous.

Poor Company Service: The Antidote

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POOR COMPANY SERVICE: THE ANTIDOTE by Chris Burand Get your companies to listen to you for your mutual benefit. Recent research has revealed that all company employees ...

Positioning Is An E&O Issue

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POSITIONING IS AN E&O ISSUE by Phyllis Van Wyhe The way you position yourself with your clients impacts your E&O exposure. Fast Phil sells cheap, hassle-free insurance. He says, ...

Post-Deal Integration With Banks: Challenges And Opportunities

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POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...

PR: A New Twist In Direct Mail

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JackBurke
PR: A NEW TWIST IN DIRECT MAIL by Jack Burke Government and business have become unusual bedfellows in a unique and exciting direct-mail marketing concept. A joint project involving the aut...

Practice Makes Perfect

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IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end, Manes has written this powerful, substantial document. The IMMS Management Center will post it in three installments. Used singly or in combination, these documents will help you build your skills and achieve your goals.

Preparation Is Key To Maximizing The Value Of Your Agency

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PREPARATION IS KEY TO MAXIMIZING THE VALUE OF YOUR AGENCY by Sharon Cunningham Use these guidelines to increase your agencys value and get the best price w...

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