firm

Articles tagged with firm


General Customer Questionnaire

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GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...

Help Put An End To Workers Comp Malingering

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HELP PUT AN END TO WORKERS COMP MALINGERING: A GUIDE FOR BUSINESS MANAGERS WHO FACE A WORKERS COMP CLAIM by David DePaolo To malinger is to pretend to be ill or otherwise incapacitated ...

Hints From Hales: What Is In A Business Plan?

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Question: The loan officer asked me for a business plan. What should it include? Answer: The lender uses your...

How A Consultative Broker Produces Year-End Revenue

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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...

How To Be A High-Performing Firm

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HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...

How to Get the Best from Your Data?

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TheodoreFranz
The prediction is that business intelligence (BI), currently regarded as a specialist technology utilized primarily by experts who work in big companies and organizations, will soon become a valuable mass-market tool.

How To Pass The Reins

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

If Producers Could Produce

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IF PRODUCERS COULD PRODUCE By Chris Burand How much wood would a woodchuck chuck if a woodchuck could chuck wood? Or for agencies, how much production could a producer produce if a produc...

Independent Contractor Producers: Do They Pose Higher Risks For Agencies Today?

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INDEPENDENT CONTRACTOR PRODUCERS: DO THEY POSE HIGHER RISKS FOR AGENCIES TODAY? by Paul Whiting Across the country there are independent insurance agents and brokers whose producer...

Keep Employer Liability Coverage

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KEEP EMPLOYER LIABILITY COVERAGE Danger intrudes when a company deletes Employer Liability coverage from its Workers Comp policy. If a company assumes that the basic state-mandated Workers Comp polic...

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