associates

Articles tagged with associates


10 Rules For Family-Run Businesses

This content has not been rated yet.

CMEditor
10 RULES FOR FAMILY-RUN BUSINESSES by Catherine Oak Family businesses can be a blessing or a disaster. The root of a well-run family business depends on treating it like a business, not a...

Agent's Checklist: Protecting Your Accounts Against Piracy

1 Verified Reviews - 5 of 5.0

CMEditor
AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...

Beyond Best Practices: Are You Exceptional?

This content has not been rated yet.

CMEditor
BEYOND BEST PRACTICES: ARE YOU EXCEPTIONAL? by Tom Doran What are the five most crucial success factors to which you would attribute your success? This is the fundamental Best Pract...

Center Of Influence / Referral Request

This content has not been rated yet.

CMEditor
Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor...

Client Relationship-Building

This content has not been rated yet.

CMEditor
CLIENT RELATIONSHIP-BUILDING Dear (Customer Name), You are VERY important to us and I wanted to let you know that we appreciate having you as a customer of our agency. I am writing you today to ...

Crisis Management Plan - Operational Overview

This content has not been rated yet.

CMEditor
CRISIS MANAGEMENT PLAN OPERATIONAL OVERVIEW Prepared by: RICHARD H. SOPER, CMC, CSP Principal SOPER & ASSOCIATES, LTD. THE FREQUENTLY MISSING RISK...

Detoxifying The Work Environment

This content has not been rated yet.

CMEditor
How to create a calm, cohesive, and accountable working team.
Personnel challenges are not uncommon when you’re a manager. But how does a manager know if the root of the problem lies in the employee or the manager?

Develop Job Performance Standards

This content has not been rated yet.

CMEditor
DEVELOP JOB PERFORMANCE STANDARDS by Troy Campbell Successful companies have documented expectations of their associates' performance. They also have staff members who continually strive to do thei...

How To Evaluate And Pay Csrs

This content has not been rated yet.

CMEditor
HOW TO EVALUATE AND PAY CSRs By Bill Schoeffler and Catherine Oak The value of a great customer service representative (CSR) can't be underestimated-just ask any agency owner ...

Life Sales In A P/C Agency Questionnaire

This content has not been rated yet.

CMEditor
LIFE SALES IN A P/C AGENCY QUESTIONNAIRE Enough agencies have had enough experience with Life to have created some guidelines in what will work, what won't work, and how much leeway there is in the ...

    • 1
    • 2
Search Articles/Libraries 
Select a Category
Choose a Content Package