METALWORKING SHOPS - 'WE DO THE RIGHT JOB' Dear (Customer Name): IT TAKES A SPECIALIST TO DO THE JOB RIGHT. That's why you employ craftspeople who take pride in the job they do - you a...

MONITORING RESULTS OF A TELEMARKETING DEPARTMENT Keeping track of your telemarketing efforts is important for many management reasons. By monitoring results, you can ascertain which of y...

Motivation is tied closely to compensation, but the two are very different. Compensation is simply one form of motivation. There are many forms, all of which should accomplish one thing: encourage producers to sell and make them feel good about what they're doing and where they're doing it. A good motivational environment will help both Life and P/C producers. You should have a motivational atmosphere for your CSRs, as well. You should maintain a high recognition level in which all agency members can participate.

Procrastination is the greatest labor-saving device ever invented. Agency owners look at various changes they can make in their agency and say, 'This is a great idea and I’ll implement it as soon as I can get around to it.' In this document, Jack Fries suggests that you eliminate the talk and resolve to take action in the New Year — and watch your profits grow.

ON-THE-JOB TRAINING by Monica Woldring Without proper training, the first few days at a new job can be daunting. For employers, every day that a new-hire isnt performing their ...

PAPER FILES: ARE THEY WORTH THE TROUBLE? A TRANSACTIONAL FILING COST-BENEFIT ANALYSIS What is transactional filing? Transactional filing is a method of filing paper documents b...

PERSONALITY TYPES: THE HIGH-S PROFILE by Steve Anderson The high-steadiness (high-S) person is generally amiable, easy-going, and relaxed. Steady people may be perceived as low-key, undem...

PHONE COURTESY REVISITED by Preston Diamond Good service over the phone means putting common courtesy into common practic...

A sample merger agreement between two insurance agencies.

An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...