action plans

Articles tagged with action plans


Listening To Customers

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LISTENING TO CUSTOMERS by Troy Campbell To find out how the agency is perceived by customers requires continuous monitoring. Detailed perceptions can be obtained from a complaint log, a compli...

Maintaining Established Relationships With Carriers

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This is not the time to be passive about company relationships. If you want to stay in business, you must develop and maintain strong company contacts. As you continue to court new markets, also devote time to enhance relations with your current carriers. Remember, decisive interaction with company personnel is a powerful tool in agency-company relations.

Making Customer Surveys Work

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AlDiamond1
MAKING CUSTOMER SURVEYS WORK by Al Diamond Customer Satisfaction Surveys have not yet become popular in the insurance agency business. Too many agency owners fear, rather than look forward to, ...

Marketing: Opening New Territories

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AlDiamond1
MARKETING: OPENING NEW TERRITORIES by Al Diamond Al Diamond focuses on planning methods that will help you move your business forward. Agents who havent yet formalized their p...

Paths To Underwriting Profitability

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PATHS TO UNDERWRITING PROFITABILITY by Becky Lathrop and Jon Persky Many agencies focus their efforts on new production and overall growth in order to achieve their objectives. Although this i...

Planning Guidelines

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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”

Planning: A Survival Tool

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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...

Project-Driven Benchmarking

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PROJECT-DRIVEN BENCHMARKING by Al Diamond Objectives define the annual goals of a company, but over the course of a year the process can become routine and t...

Secrets Of The Successful: Focus And Commitment

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SECRETS OF THE SUCCESSFUL: FOCUS AND COMMITMENT by Al Diamond The IIABA publishes an excellent Best Practices study that prov...

The Business Development Plan - Part 2 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

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