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challenges
Articles tagged with challenges
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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...
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What Is Customer Service? Customer service in an insurance agency consists of four specific functions: Processing, professional advice, production, and positive communication.
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CONVERT PROSPECTS TO CLIENTS by Bill Cates Many factors go into converting a prospect into a client. However, theres one factor that most people who are trying to make the ...
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CSR SELF-ANALYSIS AND CAREER GROWTH by Mary Beth Bolen How CSRs can help themselves and their agencies grow. In the past, most people spent their entire work lives in one or...
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DOCUMENTING PROCEDURES CONCERN EMPLOYEES by Grace Bauer Like it or not, no one can deny the benefits of proper documentation in areas of employee responsibilities, human resources issues, c...
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E-MAIL: THE CARDINAL RULES by Ellen Lubin-Sherman One of the secrets of modern life lies in knowing how to handle todays online technology (combining high tech with high tou...
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FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...
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FOUR QUICK HIT REFERRAL IDEAS by Bill Cates Every time I host a Referral Champions Boot Camp, I walk away with great ideas from the attendees - and the latest camp was no excep...
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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn Planning agency success is a learning experience. Sharing ideas, taking advantage of opportunities, and tapping untapped resources, with the help of ...
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It used to be the $1 million ceiling. That was the level of revenue at which an individual performing agent with a few helpers had to become a business with different people handling different clients and responsibilities. Everyone still worked for the agent, but the agent no longer made every decision.
However, running an agency as a business doesn't automatically result in growth and a high quality of professional service. By the time the agency reaches $2 million, it runs into another "invisible ceiling."