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forms
Articles tagged with forms
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ONLINE COMMUNICATION: ACCENTUATE THE POSITIVE! by Jack Fries The catastrophe of September 11 has shaken our nation. What can you do to assuage some of the feelings of fear and anxiety ...
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OUT OF THIS WORLD: TAKING ADVANTAGE OF NEW TECHNOLOGY (PART I) by Steve Anderson This article (first in a two-part series by Steve Anderson) provides an update on some of the ...
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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...
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PRODUCER CONTRACTS AND COMPENSATION CHECKLIST I. Elements in the agent-producer agreement a. Employment status - employee vs. independent contractor vs. owner b. Assig...
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QUESTIONS ASKED BY P/C AGENTS CAN LEAD TO LIFE SALES Many large Life cases or benefits programs start with a few questions that any PC producer can incorporate into a fact-finding questionnaire. The ...
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SIX WAYS TO CREATE A GREAT WORKING ENVIRONMENT by Diane Herbert and Pamela Millard How do companies create the environment necessary to attract and retain the best employees? Here are six w...
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SUPERVISION: MODULE III-D INTRODUCTION Training is simply the first step in establishing a producer and/or CSR in your Life department. Once they have learned wha...
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THREE KEYS TO OPEN THE POTENTIAL IN SOCIAL MEDIA by Michael Lovas Once upon a time, every marketing message was a pitch - a one-way transmission of a marketing or sales message....
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TRAINING TIPS by Karen Flaherty How to meet the challenges and opportunities of training a new employee. During your career as a CSR, youll be asked (probab...
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I spent many years coaching high school football. Whenever a team was underperforming, we went back to basics: blocking and tackling. If your agency’s sales and retention are suffering from the current economy, or if you wish to enhance your performance, it’s time to reinforce the fundamentals of any sales organization: asking for referrals and developing accounts.