case study

Articles tagged with case study


Management 101: A Case Study

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MANAGEMENT 101: A CASE STUDY by Mike Manes Unfortunately, fear of change is fairly common and can keep your agency from performing as effectively as it could. This document by Michael M...

Managing Selling Fears

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MANAGING SELLING FEARS by Tom Markley How to overcome common concerns that can kill sales. This is a story of one producers fear of selling and how he dealt with it. Becau...

Mergers: A Case Study

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MERGERS: A CASE STUDY by Larry Morrison and Gary Jacobson This case study is provided as a companion to our article, 'Mergers: The Six Key Issues.' It shows the financial and legal...

Producer Compensation: A Common-Sense Approach

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PRODUCER COMPENSATION: A COMMON-SENSE APPROACH by Paige Proctor The basis for a good producer compensation system for today's independent agencies and brokerages rests on two very...

Six Ways To Tap Into The Lifetime Value Of Your Clients

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SIX WAYS TO TAP INTO THE LIFETIME VALUE OF YOUR CLIENTS by Bill Cates Let me begin with a reminder: The lifetime value of your clients isn't just the business they can do with you over a...

The Importance Of Contracts

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THE IMPORTANCE OF CONTRACTS by Al Diamond I have just completed expert witness testimony in a trial of a specialty insurance agency against two former employees and a large firm accused o...

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