There is a lot to be concerned about when you own a business. You must keep track of and file your tax documents on time, and you must accept and file compliance documents for your business.

We all know the value that cross-selling brings to agencies. According to industry statistics, profit margins on the second sale are two to three times higher than the first and retention is 60% higher. Yet the average independent agency’s number of policies per customer hasn’t changed in 20 years. How can such a vital, well-publicized goal remain so elusive for so long? It’s as if we all know how to become millionaires but ignore the facts. The truth is that cross-selling is a complex process that can fail for a number of reasons.

THE ROLE OF AN OWNER: IS IT ABOUT YOU OR THEM? by Jack Burke Leadership means a willingness to embrace chan...

TIE IN WITH AN INSURER Dear (Customer Name): You know the pride involved in being an independent business owner. It took courage and foresight to forge your own business, and you did it. But it's ...

TURN YESTERDAY'S GIVEAWAY INTO TODAY'S PROMOTIONAL POWER SEVEN WAYS TO GET THAT EXTRA EDGE by Ellen Daly Industry spends an estimated billions of dollars every year on promotional products ...

WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...

In your handyman business, you may fix a deck one day and repair a roof the next. While fulfilling, your career also includes numerous risks. Be sure you purchase the right insurance coverage to protect your business.

WHY CAN'T WE GET ORGANIZED AROUND HERE?! by Al Diamond I wouldn't want to count how often we have heard that sad lament from insurance agency principals. The place looks a mess, and the sta...

If you think your message will reach the decision-makers you want to target, without deliberate assistance on your part-you're in for a nasty surprise. Welcome to business communications in the '90s.