AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert Plan your agency around these seven key strategies, and the ups and downs of the market will be just an in...

AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert If you build your agency around these seven key strategies by Pamela A. Millard and Diane M. Herbert, the up...

Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.

REVIEWING THE ENTIRE SALES MANAGEMENT PROCESS by Tom Markley Successful sales management depends on how you answer eight questions. Selling is the act of negotiating between a co...

COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...

PERSONAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future erosi...