individuals

Articles tagged with individuals


Agency Producer Recruiting: Challenges And Solutions

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AGENCY PRODUCER RECRUITING: CHALLENGES AND SOLUTIONS by Sharon Cunningham Its a classic conundrum: As an agency grows in size, it becomes harder and harder for its producers ...

Auto Insurance

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AUTO INSURANCE Dear (Customer Name), Isn't it worth a few moments of your time to learn whether you're paying more than you need to for Automobile insurance? (Your Agency Name) will answer that ...

Be Careful What You Wish For

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BE CAREFUL WHAT YOU WISH FOR by Chris Burand Many agency owners lament their staffs lack of a work ethic. Agency owners typically judge their employees work ethic against t...

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.

Creative Direct Mail

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CREATIVE DIRECT MAIL by Alan L. Shulman, CPCU Use your agency management system to create effective direct mail marketing packages. Its a virtual certainty that youve us...

Direct Customer Communications: Winning Strategies And Lost Opportunities

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DIRECT CUSTOMER COMMUNICATIONS: WINNING STRATEGIES AND LOST OPPORTUNITIES by Richard Barry Ever feel like youre talking to a brick wall because no matter what you try, you just can...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

Don’T Let Domestic Violence Come To Work

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DONT LET DOMESTIC VIOLENCE COME TO WORK Thousands of workers are being abused at home - and, all too often, this abuse spills over into the workplace. According to the American...

Enforcement Policy On Tuberculosis

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Fact Sheet No. OSHA 93-43 ENFORCEMENT POLICY ON TUBERCULOSIS In the face of increased hazards posed by tuberculosis, including drug-resistant strains of the disease, OSHA has issued enfo...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

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