goals

Articles tagged with goals


Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Consultants: A User's Guide

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CONSULTANTS: A USER'S GUIDE by Jack Nordhaus, Ph.D. Everything you always wanted to know about working with a consultant. 'All is flux, nothing stays still' Heraclitus...

Convert Prospects To Clients

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CONVERT PROSPECTS TO CLIENTS by Bill Cates Many factors go into converting a prospect into a client. However, theres one factor that most people who are trying to make the ...

Creating A Service Need In A Commodity World

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David and Goliath is no longer news. These days, all a boy needs to kill a big man is a gun instead of a sling and a rock. Similarly, technology has created a new world of competition. A David who understands technology can successfully compete against any corporate Goliath.

CSR Self-Analysis And Career Growth

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CSR SELF-ANALYSIS AND CAREER GROWTH by Mary Beth Bolen How CSRs can help themselves and their agencies grow. In the past, most people spent their entire work lives in one or...

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...

Developing Broker Services Agreements

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DEVELOPING BROKER SERVICES AGREEMENTS by Gary Griffin This document by Gary Griffin illustrates the detail with which you can draft a broker service agreement and paves the way for you ...

Direct Sales Efforts To Positive Goals

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DIRECT SALES EFFORTS TO POSITIVE GOALS While theres no magic formula for success, your agencycan improve its chance of profitability by implementing a more discipline...

Directing Agency Sales Efforts

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DIRECTING AGENCY SALES EFFORTS by Carol Hammes Follow this four-step process and watch your sales and earnings grow. Sales management doesnt have to be complicated. I...

Do You Forget To Ask For Referrals?

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DO YOU FORGET TO ASK FOR REFERRALS? THESE FIVE QUESTIONS CAN HELP! by Bill Cates A common referral challenge I hear in my seminars and coaching programs is the issue of forgetting ...

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