CUSTOMER SERVICE: IT'S NOT ABOUT TECHNOLOGY by Ed Higgins One interesting observation about technology applications is that agents have focused strongly on improving efficiency. M...

CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...

Nancy Newbee is the newest trainee for LOCO (Large Old Co.), Inc. She was hired because she's bright, articulate, well-educated, and motivated. She's in her second week of training.

DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...

DOES A BANKING RELATIONSHIP MAKE SENSE FOR YOU? by Chris Burand Banks are buying agencies, agencies are developing relationships with banks, insurance companies are opening banks, and a dozen...

EIGHT STEPS TO PROFITABLE E-MAIL MARKETING by Michael Jans E-mail provides a powerful marketing tool. In this document, Michael Jans offers guidelines for getting the most out of this va...

ENJOY INSTANT GRATIFICATION - BE A GREAT PROSPECTOR by Preston Diamond Stamp the p word on your brain like a tatto...

FOR THE FUTURE-PRODUCER RECRUITING Producer recruitment should be a continuous process that provides the lifeblood for your agency. In th...

In early September, the credit reporting agency Equifax announced a significant data breach. Hackers were able to access the names, birth dates, Social Security numbers and addresses of 143 million consumers, which put their identity and credit at risk. A credit report freeze is one protective measure Equifax recommended. Every consumer, including you, should understand this protective measure as you protect your data, identity and credit.

CSR: Hello, (PROSPECT NAME). This is (NAME) from (ABC AGENCY). (PRODUCER NAME) looks after your Commercial business...