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

Selling

Perpetuation: It’s Not Just A Money Thing

This content has not been rated yet.

CMEditor
PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...

Personal Homeowners Proposal

This content has not been rated yet.

CMEditor
PERSONAL HOMEOWNERS PROPOSAL by Jack Fries For: ...

Personal Lines Profit: There's More Than One Way To Do It

This content has not been rated yet.

CMEditor
It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...

Personal Planning: Distinguishing Reality From Interpretation

This content has not been rated yet.

CMEditor
Two major problems for insurance sales professionals are the limitations of their own mind-set and the lack of definition.

Phone Savvy

This content has not been rated yet.

CMEditor
Successfully obtaining telephone appointments or expiration dates requires a new response to the worn out responses of yesterday.
Most people resent telephone interruptions and are prepared to do serious battle.

Plumbing/Hvac Contractors - "Ignorance Is Not Bliss"

This content has not been rated yet.

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

Power Marketing: How To Keep A Company Selling

This content has not been rated yet.

CMEditor
It seems as if we all need a good, old-fashioned whack on the head to get our attention. This is a moment when businesses need to connect with the business end of a two-by-four.
Change is in the wind. If there's one lesson the last decade or so has taught us, it's that there's a new economy, and it's global, integrated, and interdependent.

Practice Makes Perfect

This content has not been rated yet.

CMEditor
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

This content has not been rated yet.

CMEditor
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...

Producer Agreement

This content has not been rated yet.

CMEditor
AGREEMENT made and entered into this ____ day of ____________, 20__ by and between [NAME OF INSURANCE AGENCY], a [State] corporation having a principal place of business in [City, State], (hereinafter the 'Agency') and _____________ of ____________, [State] (hereinafter the 'Producer').

Search Articles/Libraries 
Select a Category
Choose a Content Package