game plan

Articles tagged with game plan


A Direct Mail Horror Story

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CMEditor
Getting your company’s message out to the buying public doesn’t have to be complex or expensive. Direct mail is perhaps the most targeted and cost-effective vehicle for communicating to an audience.

Agency Ownership Changes Call For Extra Customer Tlc

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AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handlin...

Bank Lessons From Joint Ventures And Agency Acquisitions

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BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...

Cross-Selling: Are You Maximizing Your Income Potential?

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CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...

Design Your Own Future

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DESIGN YOUR OWN FUTURE by Diane Herbert and Pamela Millard If youre failing to plan, youre planning to fail. What if we told you that companies with written busines...

Disaster Planning Manual - Part 2

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DISASTER PLANNING MANUAL - PART 2 The first step to developing a catastrophe contingency plan is to outline the steps that must be accomplished in the event of a disaster. Once you know what needs to...

Do You Have A Game Plan For Center-Of-Influence Referrals?

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DO YOU HAVE A GAME PLAN FOR CENTER-OF-INFLUENCE REFERRALS? by Bill Cates Rob Knapp, founder of the Supernova Consulting Group, has helped hundreds of successful financial advisors take th...

Financial-Statement Analysis

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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...

Getting To Carnegie Hall

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RandySchwantz
It's one of the oldest jokes in the world: How do you get to Carnegie Hall? The answer: Practice!. The punch line is obvious; however, so...

How To Strengthen Agency-Company Relationships

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HOW TO STRENGTHEN AGENCY-COMPANY RELATIONSHIPS by Emily Huling Use this five-step approach to get and keep company relationships strong. Your eyes open with t...

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