commercial clients

Articles tagged with commercial clients


I'M Going Golfing - Please Take Care Of This.

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'I'M GOING GOLFING - PLEASE TAKE CARE OF THIS.' by Curtis Pearsall 'I'm going golfing - please take care of this.' 'Take care of what?' I was going to respond. It was too late; he was a...

Knowledge = Action

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KNOWLEDGE = ACTION by Curtis Pearsall The other day I was travelling with a good friend who happens to be an extremely professional insurance agent. On the way to lunch, we passed a funeral home...

Managing Small Commercial Accounts

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MANAGING SMALL COMMERCIAL ACCOUNTS by Cindy Brady, CIC In many agencies, 'small' Commercial accounts get over-serviced while larger accounts are under-serviced because both are treated the same. S...

Peos: Do They Have You Coming, Or Going?

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PEOS: DO THEY HAVE YOU COMING, OR GOING? by Eric Moberg Is your agency equipped to handle the additional responsibilities of administering PEOs to your Commercial clients? This doc...

Swot: Assessing Your Challenges And Opportunities

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SWOT: ASSESSING YOUR CHALLENGES AND OPPORTUNITIES by Pamela Millard There are signs that the economy is improving. Some have even suggested that the recession is over. Lets hope s...

Telling An E&O Carrier, 'I Want You To Pay'

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TELLING AN E&O CARRIER, 'I WANT YOU TO PAY' by Curtis Pearsall From time to time, insurers' E&O claim departments receive calls that go something like this: 'This is Brad from the XYZ Agenc...

The Five Ways Agents Get Fired!

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THE FIVE WAYS AGENTS GET FIRED! by Rob Ekern Independent agencies and brokerages are facing a growing threat to their middle market Commercial clients. These firms are being squeezed from...

The Web: A Potent Competitor

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THE WEB: A POTENT COMPETITOR by Chris Burand Internet sales of insurance hasnt conquered our industry, but it is a competitor. How do you combat it? At what price differ...

THIS IS A SLOPPY INDUSTRY WHICH CREATES GREAT OPPORTUNITIES! by Chris Burand Property/Casualty, and even Benefits, insurance, as practiced, is often sloppy. In many cases, quality...

Using Social Networks To Market

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USING SOCIAL NETWORKS TO MARKET by Steve Anderson Steve loved to dazzle his high school science students with cool and unusual experiments. One of his favorite experiments was to drop a c...

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