ARE ANTIQUATED PHRASES HURTING YOUR BUSINESS? by Gary Blake As someone who travels from one insurance company to another teaching 'Effective Business Writing for Claims and Risk Managem...

CREATIVE DIRECT MAIL by Alan L. Shulman, CPCU Use your agency management system to create effective direct mail marketing packages. Its a virtual certainty that youve us...

Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

FIND OUT WHATS REALLY GOING ON INSIDE YOUR AGENCY by Grace Bauer Grace Bauer explains how a comprehensive review and revamping of procedures will pay dividends in terms of boosting ef...

MAILING LIST MANAGEMENT by Monica Woldring The uses of mailing lists are many and varied. Some of the most common uses in the insurance industry include sending letters to clients, newsle...

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 ...

PENNY WISE AND DOLLAR FOOLISH: MEASURES TO INCREASE BACKROOM EFFICIENCY by Dana Falardeau The independent agency today is performing just about all the tasks that the carriers used to h...

SUCCESSFUL TELEPHONE COMMUNICATION TECHNIQUES: PART 2 by Bruce Shaffer In 'Successful Telephone Communication Techniques: Part I,' we talked about initiating a phone conversation ...

THE ABCS OF E&O by Grace Bauer These dos and donts can be all too easy to overlook. Every agency is concerned about protecting itself against E&O claims. This list of E&O...