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

Planning

Secure A Company Appointment, Part I: Analyze The Need

This content has not been rated yet.

CMEditor
SECURE A COMPANY APPOINTMENT, PART I: ANALYZE THE NEED by Jack Fries This two-part article focuses on how to get the companies and markets your agency needs. Securing a com...

Secure Consistency! Protect Your Agency!

This content has not been rated yet.

CMEditor
SECURE CONSISTENCY! PROTECT YOUR AGENCY! by Grace Bauer A year has passed since I began talking full-time to agencies nationwide. I found the main concern of 99.9% of the agencies to b...

Securing A Company Appointment: Part II

This content has not been rated yet.

CMEditor
SECURING A COMPANY APPOINTMENT: PART II by Jack Fries This two-part article focuses on how to get the companies and markets your agency needs. THE PROPOSAL Most compa...

See You In The Funny Pages!

This content has not been rated yet.

CMEditor
SEE YOU IN THE FUNNY PAGES! by Mike Manes All I need to know about creating the insurance agency of the future I learned from three comic strips. Daddy would often tell me, ...

Selecting And Hitting Your Target Markets

This content has not been rated yet.

CMEditor
SELECTING AND HITTING YOUR TARGET MARKETS by Thomas R. Chapman, CIC, CPCU Target marketing is a great technique for writing new business. But to implement it effectively, an agency must choo...

Selective Claims Service?

This content has not been rated yet.

JackBurke
SELECTIVE CLAIMS SERVICE? by Jack Burke Relationship marketing includes caring that your clients claim is handled properly and that the 'other party' is properly taken ...

Selling Disability In The P/C Agency

This content has not been rated yet.

CMEditor
Here's a letter I received recently:
Dear Dave:
I work for a $3.5 million P/C agency with about 60% Commercial and 40% Personal in premium volume. One in-house Life producer handles Commercial and Personal lines, sometimes with outside help. But she doesn't write any Disability policies at all; she considers Disability insurance a specialty that she doesn't want to sell. Should I try to talk her into it, pressure her into it, or just let it go? I don't want to add another full-time Life agent unless he/she would become profitable early on; it took two years for my present Life agent to reach profitability. What are my alternatives?

Selling Hope

This content has not been rated yet.

CMEditor
SELLING HOPE by Patricia Berry 'Never suffer a sleepless night again!' Theres no shortage of such incredible claims in advertising. Not limited to psychic...

Selling Insight: Growing Pains

This content has not been rated yet.

CMEditor
SELLING INSIGHT: GROWING PAINS by Sharon Cunningham The number of large agencies is increasing, making changes in management practices more important than ever. In this document, Sharon...

Selling Your Agency: Asset Vs Stock Sale

This content has not been rated yet.

CMEditor
SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...

Search Articles/Libraries 
Select a Category
Choose a Content Package