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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...
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PROTECT PRIVATE INFORMATION FROM OUTSIDERS AND INSIDERS! by Steve Anderson Steve Anderson presents three recent events that demonstrate clearly that protecting the privacy of cli...
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QUESTIONS ASKED BY P/C AGENTS CAN LEAD TO LIFE SALES Many large Life cases or benefits programs start with a few questions that any PC producer can incorporate into a fact-finding questionnaire. The ...
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REVIEW AND RENEW: CLIENT SERVICE AS A RETENTION TOOL Today's busy consumer prefers one-stop shopping to running around town in search of...
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SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...
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SEVEN MARKETING BLUNDERS AND HOW YOU CAN AVOID THEM by Craig Huey BLUNDER #1: Using 'image' advertising instead of direct-response advertising. This is the number-one mistake made ...
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TECHNOLOGY AND THE AGENCY: A PRIMER by Ken Buehler Recently I met with an agency that had a state-of-the-art computer system. The system did everything, and then some! ACORD certificates, bind...
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So what are 'incurred but not reported losses,' and what do they mean to your agency? The key to a credible analysis of IBNR is to gather as much data as possible that’s unique to the insurance program. Al Rhodes shows you how to analyze your IBNR in this document.
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THE ABCs OF NON-COMPETITION AGREEMENTS by Al Diamond Non-Compete Agreements have long been a source of dispute (and a lucrative source of income for many attorneys) when a departing em...
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THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they ad...