SAMPLE JOB DESCRIPTION: COMMERCIAL CSR Every position in the agency should have a written job description. An ideal job description contains the following elements: 1. Position title ...

No matter what their size, many businesses use most of their available energy just keeping things running on a day-to-day basis.
Unfortunately, there seldom seems to be much time for those tasks that can have a profound effect on a company's future, such as communicating the company's message and projecting its image.

'Call it whatever you like-re-engineering, restructuring, transformation, flattening, downsizing, rightsizing, a quest for global competitiveness- it's real, it's radical, and it's arriving every day at a company near you.' (Fortune April 5, 1993)

CREATING A LEGENDARY AGENCY by Al Diamond A 'legendary' agency is one that loses customers only when the customer dies, moves, or sells the business. It has a regular, measurable flow o...

FINDING THE RIGHT CSR by William Vericker Where, and what, to look for hiring quality CSRs. When clients call, e-mail, or visit your agency, they count on someone to service their bus...

The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?

INDIVIDUAL PLANNING AND GOAL-SETTING MAKE CREDIBILITY, PERSONALITY ASSESSMENT PAY by Allen Karlin, Ph.D. Planning to succeed is a continuous process. It's not something done once for the n...

MAXIMIZE PERSONAL LINES PROFIT WITH BEST PRACTICES TIPS by Shirley Lukens Many agencies are looking at Personal Lines as an important source of revenue. In the current Best Pr...

Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”

R.I.P: RETIRE IN PLACE by Al Diamond Dont let a Retire in Place owner or employee sabotage agency perpetuation. Much of our work at Agency Consulting Group, I...