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Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...
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If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate.
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It takes more than a job title and a loud voice to get an agency team to function properly. This applies to owners, managers, and supervisors alike, says Jack Fries.
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ARE YOU GETTING THE MOST FROM PREMIUM FINANCING? by Rick Bruns 'It's all good,' says Richard O'Neil, President of Key Insurance Corporation in Tampa, Florida. He has no complaints about his ...
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ARE YOU IN BUSINESS TO MAKE A SALE OR MAKE A PROFIT? by Chris Burand The title of this article comes from a popular seminar Ive given throughout the nation. Ive asked this q...
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ARE YOU PREPARED FOR THE FUTURE? IT'S HERE! by Paul Bronow Consolidation within our industry is going much faster than we anticipated a few short years ago. The number of players is shrinki...
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This article is adapted from the new publication The Survival Guide for the Evolving Insurance Crisis and the video Are You Ready for Insurance Dot Com?, both written and produced by Edward Curry. The article appeared in Missouri Agent magazine and is reproduced by permission.
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ARE YOU REALLY DERIVING BENEFITS FROM AUTOMATION? by Sharon Cunningham Although many agencies have invested heavily in automation systems, many firms have yet to deri...
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ARE YOU RUNNING IN PLACE OR RUNNING THE RACE? by Al Diamond In this document, Al Diamond identifies the four phases of agent activity that define the effectiveness of...
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ARE YOUR CLIENTS' HOME-BASED BUSINESSES COVERED? by James Cuprisin Many people are now running businesses out of their homes. With the advancements in computers and telecommuting technology, ...