The major goal of any agency or brokerage can be expressed in just one word: survival.
The mounting failures involving seemingly strong, well-established businesses that have been around for 15 to 75 years are of great concern.
The time has come for agencies and brokerages to take immediate action in order to survive a protracted economic downturn that may extend for several more years in some sectors of business or regions of North America.

KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...

LEVERAGE SELLING FOR CSRs by Mary Beth Bolen CSRs can use their networking skills to garner qualified leads. 'Selling through service' is a good motto for CSRs in any agency. But how do...

OFFLINE PROMOTIONAL METHODS by Patricia Berry Are you wasting valuable marketing efforts? Patricia Berry talks about how to get the most from your promotional efforts, both online ...

RECEIPT OF CLAIM Dear (Customer Name), The claim you reported to us today was immediately forwarded to your insurance company for prompt action. You can expect to hear from the claims adjuster ...

SEVEN STEPS FOR RELEASING HIGH-VALUE CONTENT THROUGH SOCIAL MEDIA by Maribeth Kusmeski Valuable content is the key to get and keep people interested in your social media sites. You can pu...

REPEAT BUSINESS STRATEGY: EXCELLENT SERVICE by Troy Campbell Many service organizations have tried to capitalize on repeat-business strategies. These strategies appear in the forms of Freq...

DRUG AND ALCOHOL POLICY Drug and alcohol abuse contributes to billions of dollars of lost productivity and thousands of work place injuries every year. This company takes drug and alcohol abuse as a ...

FAMILY AND MEDICAL LEAVE Sample Statement (for companies with over 50 employees) The Family and Medical Leave Act of 1993 allows employees of the company who have worked for at least one year and fo...

SATISFYING THE CUSTOMER by JoAnna Brandi There is much change afoot in American business and much needed change. Nowhere is that more evident than in the quality movement. Even though consumers ...