Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...

R.I.P: RETIRE IN PLACE by Al Diamond Dont let a Retire in Place owner or employee sabotage agency perpetuation. Much of our work at Agency Consulting Group, I...

RECEIVABLES REDUCTION by David John DePaolo COST OF RECEIVABLES Failure to keep control of current accounts receivable can have disastrous effects on the cash flow of a bu...

RECENT CASES CLARIFY EMPLOYER LIABILITIES by David DePaolo Several recent cases issued from the appellate courts and the California Supreme Court are of interest to employers providing their W...

RECORD-KEEPING REQUIREMENTS by Bill Grieb The Occupational Safety and Health (OSH) Act of 1970 requires specified employers to prepare and maintain records of occupational injuries and illnesses. T...

RISK ABATEMENT IN A HARDENING MARKET: YOUR CLIENT AND YOUR FIRM CAN WIN WITHOUT LOSING by John Beringer No longer can you as the agent simply sit back and await the outcome of a client...

SALES PERSONS/SAMPLES Dear (Customer Name): THESE SAMPLES AREN'T FREE! You have a lot of money tied up in the samples your salespeople display. When they take their samples on the road, ...

Workers’ Compensation Insurance is an important product for employees. There are six common myths that surround this insurance, though. Debunk the myths so you can understand and maximize your benefits.

With summer approaching, the lull in autumn's new business results can't be far behind. September, October, and November are the weakest months for revenue and sales for a majority of agencies. Theories abound as to the reason, but probably it's because too many producers take the summer off from new account prospecting, or they spend their time continuing to round existing accounts. Sunshine, golf courses, and family take priority, and little new business is set up to be written in the fall.

STATUTORY EMPLOYERS, SPECIAL EMPLOYERS, AND WORKERS COMPENSATION by Marvin Sahl, CLU The long-standing controversy about independent contractor status continues. More and more employers are cr...