action plan

Articles tagged with action plan


Become An Employer Of Choice: Find And Keep Great Employees

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BECOME AN EMPLOYER OF CHOICE: FIND AND KEEP GREAT EMPLOYEES by Diane Herbert and Pamela Millard Make your agency attractive to quality employees. Great employees look for g...

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Creating Your Business Plan

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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.

Directing Agency Sales Efforts

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DIRECTING AGENCY SALES EFFORTS by Carol Hammes Follow this four-step process and watch your sales and earnings grow. Sales management doesnt have to be complicated. I...

Financial-Statement Analysis

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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...

How To Set Up A Public Safety Program

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HOW TO SET UP A PUBLIC SAFETY PROGRAM by Bill Grieb STEP ONE: Document your program in your written workplace safety manual. STEP TWO: Perform a public safety analysis. This is done by the Safety M...

How To Strengthen Agency-Company Relationships

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HOW TO STRENGTHEN AGENCY-COMPANY RELATIONSHIPS by Emily Huling Use this five-step approach to get and keep company relationships strong. Your eyes open with t...

Insurance Companies And Agencies: The Partnership Dream

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INSURANCE COMPANIES AND AGENCIES: THE PARTNERSHIP DREAM by Carol Hammes A proven way to develop a mutually beneficial relationship with your carriers. Most insurance companies have ...

Is It Time For A Change?

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IS IT TIME FOR A CHANGE? by Karen Flaherty Everyone would like to change something about themselves. Successful people take an active role to accomplish the desired change, while others simply w...

Make Your Clients Feel Appreciated!

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MAKE YOUR CLIENTS FEEL APPRECIATED! by Catherine Oak At your next general staff meeting, ask your people what they can do to get each client they see to feel appreciated. Have a leader ga...

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