CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...

Complacency or self-deceit can undo much good, and it can kill potential.
Too often I speak to P/C agency principals who say that they're doing just fine, thank you, in Life production. They have no complaints, there's production, so why look any further or make changes?

PRIMER ON INSURER/AGENCY RELATIONSHIPS The following illustrates some of the common practices that many Life/Health carriers follow, why such practices are troublesome to P/C agencies, and the simple...