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 ...

AN ATTENTION-GETTER PAVING THE WAY COVERAGE: Total Service PROSPECTS: Prospective Clients COMMENTS: An Attention-Getter Paving the Way for Future Follow-Up. Dear (Customer Name), 3 THINGS...

DOES YOUR WEB SITE HAVE PEOPLE SAYING lsquo;WOW!? by Maribeth Kusmeski These seven questions can help you evaluate the WOW! factor on your Web site: Does your sit...

When choosing a Health insurance program, it's all too easy to drown in an alphabet soup of acronyms -- everything from ACOs (Accountable Care Organizations) to WHRN (Whole Health Resources Networks).

HOW TO PASS THE REINS by Sharon Cunningham Ron Hort...

INSURANCE DIRECT MARKETING by Ed Drake Rather than focusing solely on how to handle business within the agency, managers must direct their focus to marketing prec...

KEY ELEMENTS OF AN EFFECTIVE WORKERS COMPENSATION CLAIM AUDIT by George Kingston During a recent review of a large corporation's insured Workers Compensation program, we interviewed the insurance b...

Third-party endorsements inspire confidence and increase your credibility. Make letters of recommendation part of your marketing mix. In this document, Bill Cates tells you how and when to ask for letters of recommendation.

The difference between closing a sale and losing it rests with the presentation. Whether you’re selling a product or an idea, the ability to present effectively is the difference between acceptance and rejection.

Yet, most Americans would rather die than give a speech. Whatever the facts, the idea of standing in front of an audience ranks far below going to the dentist for most people.

PRODUCER COMPENSATION AND THE IMPACT OF VESTING AND OWNERSHIP by Carol Hammes There are probably no two hotter topics for insurance agency principals than producer compensation and ag...