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OUT OF THIS WORLD: TAKING ADVANTAGE OF NEW TECHNOLOGY (PART I) by Steve Anderson This article (first in a two-part series by Steve Anderson) provides an update on some of the ...

OUT OF THIS WORLD: TAKING ADVANTAGE OF NEW TECHNOLOGY (PART II) by Steve Anderson This article (second in a two-part series by Steve Anderson)provides guidelines on maki...

Paul T. Murphy Insurance: With A Little Help From His Friends

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PAUL T. MURPHY INSURANCE: WITH A LITTLE HELP FROM HIS FRIENDS By Dennis H. Pillsbury When Paul Murphy graduated from college in 1988, he started selling Life insurance, but quickly moved to Pr...

Phoney Money: Keep Phone Costs Down

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Have you ever heard the line, "talk is cheap"? Many insurance carriers, agencies, wholesalers, and vendors are finding ways to cut costs. In this document, Jeff Neilson helps you determine whether your organization is paying too much for telecom services.

Planning for Obsolete Media

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Electronic document storage is an issue that every agency should address as part of their management process. Steve Anderson offers some ideas to help you stay ahead of the storage curve.

Prevent Identity Theft: Be Aware, Be Proactive, Be Assertive

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PREVENT IDENTITY THEFT: BE AWARE, BE PROACTIVE, BE ASSERTIVE by Chris Wright An incorrect billing statement could be a simple error...

PROFESSIONAL SERVICES MARKETING; A STRATEGY FOR PROVIDING CLIENT SATISFACTION by David DePaolo, JD, MBA An Overview Most professional services are highly personal in the nature of...

PROTECT PRIVATE INFORMATION FROM OUTSIDERS AND INSIDERS! by Steve Anderson Steve Anderson presents three recent events that demonstrate clearly that protecting the privacy of cli...

Prove It With Crm

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Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...

Records Management For Disaster Planning

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Proper records management is one of the most crucial elements of disaster planning. The ability of an organization...

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