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Planning

Are Your Messages Remembered Long Term?

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ARE YOUR MESSAGES REMEMBERED LONG TERM? by Patricia Berry Here we stand: The possibilities of e-mail messaging in one hand, the nature of memory in the other. Here's the critical quest...

Are Your Producers Subsidized?

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ARE YOUR PRODUCERS SUBSIDIZED? by Chris Burand If you dont think youre subsidizing your producers, you might need to think again. The average agency spends b...

Aspects Of Perpetuation Management

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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...

Assessing Your Firm's Resources

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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...

Attracting Customers And Prospects To Your Web Site

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You've probably received great encouragement-- if not downright pressure-to put your business on the Internet. Whether you already have an Internet presence or are merely contemplating one, you should realize that just having a Web site doesn't guarantee that the people you want to reach will actually see it. You may have hung out your shingle, but the Internet customers you seek might be nowhere in sight.

Audit Explanation - Credit

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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...

Automation's Impact On Mergers And Acquisitions

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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss The agency management system of both players plays a critical role in making the deal. With so many agenc...

Automation's Impact On Mergers And Acquisitions

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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss With so many agencies looking to merge with or acquire other agencies, automation has become increasingly impo...

Avoid E&O Problems!

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Avoid E&O Problems! by Patricia Berry Agents need to review their procedures for avoiding errors and omissions claims on a regular basis. Although coverage checklists provide a great...

Avoid The Killer Curve: Maintain Business Momentum

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In spite of 19th-hole braggadocio about rising sales figures, bottom-line results, and upcoming prospects, businesses do stall and stagnate. Streamline.com was a raging Internet stock until it ran into a wall. Kodak used to be a Wall Street favorite, and now it's struggling to find itself. P&G once had 99.44 % acceptance; now the tide seems to have turned. For years, Xerox set the standard; then it lost direction.

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