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cpia
Articles tagged with cpia
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I have always been a believer that the best salespeople we have working for us are our clerical staff. The biggest problem seems to be our lack of proper motivational tools to excite them into selling. I have attempted to change their method of thinking, and although our program is in its infancy, it appears to be a step in the right direction.
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E&O LEGAL ACTIONS: THE AGENCY NEMESIS by Roy L. Phillips, CIC, CPIA and Dan R. King, CPIA This article addresses an insurance agency's the most common practices that lead to Errors and Omissio...
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GREAT ARGUMENTS FOR TRANSACTIONAL FILING By George Nordhaus IMMS is convinced that transactional filing works - and many agencies are moving in that direction. But don't take IMMS' wor...
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IS YOUR AGENCY SENDING POLICIES ELECTRONICALLY? by Curtis Pearsall Electronic transmission of policies to clients has become far more common during the last couple of years -pro...
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WHAT IS AN AGENCY WORTH? by Roy Phillips, CIC, CPIA Check out these four ways of determining an agencys value. Agency management cons...
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WHAT IS AN AGENCY WORTH? by Roy Phillips, CIC, CPIA Agency management consultants are often asked, 'What is the value of an independent insurance agency?' During the 15-plus...