agency operations

Articles tagged with agency operations


Successfully Going Broke

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SUCCESSFULLY GOING BROKE by Roy Phillips Various studies conducted by an aggregate of trade groups report that insurance agencies and brokerages suffer from inconsistencies in manag...

Supervisors And Managers Speak Out!

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SUPERVISORS AND MANAGERS SPEAK OUT! by Grace Bauer 'I may have the title of Commercial Lines manager, but I don't have the responsibility!' I've heard this lament more than once ...

The Agency Management Process

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THE AGENCY MANAGEMENT PROCESS by Jack Fries Today, more than ever before, the independent agent needs to reduce expenses and increase income. In this document, Jack Fries expl...

The Four Pillars Of Agency Management

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THE FOUR PILLARS OF AGENCY MANAGEMENT by Bill Schoeffler and Catherine Oak There's no single ideal way to set up and ad...

The New Employee's Greatest Need - Proper Training

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These guidelines by Jack Fries can help you hire and train new employees.

Tracking Staff Performance

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TRACKING STAFF PERFORMANCE Insurance agents have always benefited by tracking performance. Tracking the number of leads generated in a month, sales calls made in a week, and new policies written in a...

What Makes You Special?

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WHAT MAKES YOU SPECIAL? by Pegi Flahault 'So, tell me a little about yourself.' Remember how important an intelligent and succinct response to that question was when you were out job ...

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