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Articles tagged with carrier
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$50 MILLION LIFE INSURANCE SALES STARTS WITH P/C AGENTS Life agents can learn much from the following Life case written by a mother-daughter team. It all started, the agents said, when another agent...
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10 BASIC PLANNING INITIATIVES THAT WILL ADD TO YOUR BOTTOM LINE by Ken Buehler The need for planning has never been greater. While planning focuses on profit...
1 Verified Reviews - 5 of 5.0
10 TIPS FOR RENEWAL RETENTION by Ken Buehler Follow these guidelines and watch your retention rate (and bottom line) grow. Much has been said and written about the costs ...
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11 SUREFIRE TACTICS TO GAIN CONTROL OF RECEIVABLES by Ken Buehler If you have a receivables problem, now is the best time to contain it. Most agencies with receivables problems believe th...
3 Verified Reviews - 4.67 of 5.0
A HEALTHY MARKET? PERCEPTION IS REALITY by Chris Burand A recent study by Zurich U.S. revealed what I believe could cause big problems for agents and brokers in the near future. The probl...
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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.
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AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...
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AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're loo...
1 Verified Reviews - 5 of 5.0
AGENTS: COMPANY MARKETS AREN'T ALWAYS GOING TO COME TO YOU! by Andrew Barile One of the most important responsibilities of agents to themselves and their agencies is to maintain posit...
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Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...