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clients
Articles tagged with clients
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ARE YOU RUNNING IN PLACE OR RUNNING THE RACE? by Al Diamond In this document, Al Diamond identifies the four phases of agent activity that define the effectiveness of...
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ARE YOUR CSRsSELLING MORE YET? by Grace Bauer Are you maximizing your agencys ability to touch your clients? In this article Grace Bauer offers guidelines t...
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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...
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Did you know that ...THE MAJORITY OF YOUR FELLOW DRIVERS HAVE HAD FEW OR NO ACCIDENTS WHILE DRIVING THEIR CARS?! In fact, The Insurance Institute...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss The agency management system of both players plays a critical role in making the deal. With so many agenc...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss With so many agencies looking to merge with or acquire other agencies, automation has become increasingly impo...
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BAD TIMES CAN LEAD TO GOOD SALES Life insurance products are necessities, of course, in good times or bad. In addition to selling annuities, there are two easy steps that Life producers can take in ...
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BANKS: IF WE CAN'T BEAT 'EM, SHOULD WE JOIN 'EM? by Patty Vaughn The Supreme Court decision, Barnett Bank v. Florida Insurance Commissioner, has created a plethora of new partnerships. T...
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BEING ASSUMPTIVE WITH REFERRALS CAN HELP OR HURT! by Bill Cates There are times when being assumptive in the sales and referral process can help you help your clients. there are also tim...
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BOOSTING EMPLOYEE MORALE ELECTRONICALLY by Jack Burke Everyone seems to be concentrating on the needs of their clients lately but how about your employees? Are you usin...