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When Your Customers Come Calling: Why Telephone Manners Are Important

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WHEN YOUR CUSTOMERS COME CALLING: WHY TELEPHONE MANNERS ARE IMPORTANT by Judi Newman More bus...

White Only!

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WHITE ONLY! by Mike Manes This document by Mike Manes isnt as controversial as you might think, or is it? Without giving anything away, it depends on how you feel about hone...

Who Owns Your Life Business?

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The book of Life/benefits business springing from your P/C business can be as valuable as, or even more valuable than, your P/C book. For this reason alone, identifying who owns that book under all conditions is important.
Two parties might challenge your ownership: Life producers and Life carriers.

Why Accounting Procedures?

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WHY ACCOUNTING PROCEDURES? by Grace Bauer Its time to start thinking about the importance of the accounting department. Accounting plays a critical role in running your ...

Why Buy Insurance From You?

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WHY BUY INSURANCE FROM YOU? by Chris Burand I've asked hundreds, probably even thousands, of agency personnel why people should buy insurance from them. I estimate that 95% answer, 'We pr...

Why Can't We Get Organized Around Here?!

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WHY CAN'T WE GET ORGANIZED AROUND HERE?! by Al Diamond I wouldn't want to count how often we have heard that sad lament from insurance agency principals. The place looks a mess, and the sta...

Why Good CSR's Leave — And How To Retain Them

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WHY GOOD CSRS LEAVE AND HOW TO RETAIN THEM by Jack Fries Offer this career path to keep quality CSRs from moving on. When I ask agency owners and managers to name t...

Why Good Employees Leave: Commonsense Ways To Build Employee Loyalty

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WHY GOOD EMPLOYEES LEAVE: COMMONSENSE WAYS TO BUILD EMPLOYEE LOYALTY by Emily Huling A good worker can be hard to find and once you find them, even harder to retain. Emily Hul...

Why Procedures?

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WHY PROCEDURES? by Grace Bauer I often hear, 'Why does our agency need procedures? We've been in business this long without them.' If you can answer 'yes' to any of the followin...

WHY SHOULD I PAY A CONSULTANT WHEN BUYING OR SELLING AN AGENCY? by Roger Thomas I often hear it said by agents that a consultant 'costs too much,' particularly when someone is anti...

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