Planning

The preceding article examined five common agency marketing mistakes, together with remedies for these errors. This second in a two-part series by John Graham provides a list of five more mistakes and the reality checks that can overcome them.

Mistake #6. Failure to base decisions on fact. Marketing isn't about what you want to sell; it's about what someone wants to buy.

THE ABCS OF E&O by Grace Bauer These dos and donts can be all too easy to overlook. Every agency is concerned about protecting itself against E&O claims. This list of E&O...

THE ABCs OF NON-COMPETITION AGREEMENTS by Al Diamond Non-Compete Agreements have long been a source of dispute (and a lucrative source of income for many attorneys) when a departing em...

THE AGENCY 'X-FACTOR' by Al Diamond Why some agencies struggle to succeed, while others glide to success. It seems that we constantly ask ourselves...

Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.

THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they ad...

THE AGENCY MANAGEMENT PROCESS by Jack Fries Today, more than ever before, the independent agent needs to reduce expenses and increase income. In this document, Jack Fries expl...

THE AGENCY MISSION STATEMENT An agency mission statement is a simple outline of the agency's overall goal. It should be phrased in terms of meeting the needs of current and potential cl...

THE ART OF DISCLOSURE by Jack Burke Disclosure in the insurance industry is a reality. Everybodys going to have to do it. Jack Burke recommends that you take a deep breath and start di...

THE BALANCE SHEET DOES MATTER! by Chris...