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Understanding Clients

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CMEditor
UNDERSTANDING CLIENTS by Steve Anderson Have you ever wondered what makes people 'tick'? Why people do the things they do? And why you, yourself, act and react the way you do? You'...

Why Do You Need Business Insurance?

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ErinCarlson
Most business owners would agree that it’s important to maintain insurance to protect business assets. When they think about insurance, business owners generally consider protection against hazards such as fire, flood or theft at their company sites. This is obviously an important protection to have. However, there are other types of hazards that may not be quite as high on the list, but protection could be every bit as important to offset significant financial losses.

Witness To A Tragic Accident? What You See Can Hurt You!

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CMEditor
A shooting. A car crash. A fire. We read of disasters all the time, but most of us are lucky enough to go through...

Women's Independent Guide To Insurance

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CMEditor
WOMEN'S INDEPENDENT GUIDE TO INSURANCE Independent Insurance Agents of America Financial Decision Makers The environment in which women now live, work, and care for thei...

CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)

Work Flow Procedures Manual -Personal Renewal Procedure

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CMEditor
PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

Work In Peace, Increase Efficiency

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WORK IN PEACE, INCREASE EFFICIENCY by Grace Bauer Are you getting tons of interruptions every day? Are you questioning why employees are coming to you when you know that the...

Working In My Swimming Trunks: Home-Based Opportunities

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JackBurke
WORKING IN MY SWIMMING TRUNKS: HOME-BASED OPPORTUNITIES by Jack Burke Millions of Americans operate businesses from their homes. This document by Jack Burke offers recommendations for u...

Workplace Stress? Cool Is The Rule

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DonPhin
WORKPLACE STRESS? COOL IS THE RULE by Don Phin These tips can help you and your employees stay calm under pressure: 1.Telecommute when you can. When life gets ...

You Can Save Time And Have A Life

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YOU CAN SAVE TIME AND HAVE A LIFE by Grace Bauer Time: We don't have enough of it, do we? Are you still working those long hours? Intellectually, we may realize that life is too short, ...

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