client relationships

Articles tagged with client relationships


Administrative Expense Changes For The Life Operation

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Here's a letter I received recently:
Dear Dave:
I am the manager of a four-person Life/Benefits department of a P/C agency. The agency is set up with profit centers such as Personal Lines, Commercial Lines, Surety, and Life/Benefits. Each profit center shares in the common overhead of the agency office supplies, salaries, etc.
I have no problem having my department pay for what it uses.

Agency Survivor: Out-Sell, Out-Market, Out-Compete!

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AGENCY SURVIVOR: OUT-SELL, OUT-MARKET, OUT-COMPETE! by Robert C. Smith Make sure that your agency doesnt get voted off the island. Mor...

Agents And Clients: Closing The Gap

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AGENTS AND CLIENTS: CLOSING THE GAP by Emily Huling Agents and clients have different priorities. A recent Independent Insurance Agents of America study revealed that 59% of Personal Line...

Building Profitability With Life And Health Sales

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BUILDING PROFITABILITY WITH LIFE AND HEALTH SALES by Carol Hammes Although most independent insurance agencies sell some Life and Health insurance, only about one-fourth of them have a separate ...

Changing Environment Makes High Valued Agencies Easier To Recognize

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CHANGING ENVIRONMENT MAKES HIGH VALUED AGENCIES EASIER TO RECOGNIZE by Robert Smith Stories are starting to circulate around agency/brokerage meetings, 'Did you hear what the ABC or XYZ Age...

CSR's: What’s In A Name?

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JackBurke
CSRS: WHATS IN A NAME? by Jack Burke After considering this topic for years, Ive finally screwed up the courage to put it into words. The specific name that I&...

Dissolving Shareholder Relationships

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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...

Forming Richer Client Relationships: The CRM Solution

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FORMING RICHER CLIENT RELATIONSHIPS: THE CRM SOLUTION by Patricia Czech In the shallow end of the pool, the little tykes are splashing around with their water wings. You wade in waist h...

Hardening P/C Market Shouldn’T Stop Growth In Life/Health Sales

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HARDENING P/C MARKET SHOULDNT STOP GROWTH IN LIFE/HEALTH SALES by Emily Huling A lot of agents are breathing a sigh of relief over the hardening of the Property/Casualty market, but ...

Maximize Your Opportunites In A Hardening Market

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JackBurke
MAXIMIZE YOUR OPPORTUNITES IN A HARDENING MARKET by Jack Burke Is the market hardening? The debate rages on without a conclusion. However, more and more experts are leaning toward ...

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