LEARNING PLANS FOR CSRs by Mary Beth Bolen Customer service is a dynamic, changing field. A stick-in-the-mud agency that clings to outdated practices often stays right where it started - in the ...

SURVEYS SUBSTANTIATE THEORY: RETENTION EQUALS GROWTH When striving to make an agency grow, most agency managers focus on increasing new business. But it's just as important to address improv...

THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...