insurance agent

Articles tagged with insurance agent


Banks And Insurance: Doing It Right

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JohnGraham
When a bank buys an insurance agency it's a marriage made in heaven. At least, it seems that way. On the agency side, principals have the opportunity to cash out at a time when values are declining. For those wanting to remain in the business, a bank offers a needed infusion of capital.

Best Practices Of Financial Management

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CMEditor
BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...

Bond With Shared Pain

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JackBurke
BOND WITH SHARED PAIN by Jack Burke We all tend to come together in times of trouble; and this is definitely a troublesome time for most businesses. When you share your pain, your cli...

Branding: A Singular Identity For A Multitasking Entity

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JackBurke
BRANDING: A SINGULAR IDENTITY FOR A MULTITASKING ENTITY by Jack Burke Mention 'branding,' and people generally think in terms of company names. Or they think of burned flesh on cat...

Business Coverage Upgrading

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CMEditor
BUSINESS COVERAGE UPGRADING IT'S OUR SPECIALTY Dear (Customer Name): Like any other businessperson, an insurance agent must target a certain type of business that he or she can ha...

Campaign Mass Mailer

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CMEditor
CAMPAIGN MASS MAILER Dear (Customer Name): WE'RE ACTIVE, NOT REACTIVE Your insurance premium must be due - you've heard from your insurance agent. Is this your experience with insuranc...

Cancellation - Invoice

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CMEditor
CANCELLATION - INVOICE Dear (Customer Name), RE: The process of cancellation of the above policy is now complete, and enclosed is our invoice for the additional premium due at this time. Thank ...

Cancellation - Return Check

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CMEditor
The process of cancellation of the above policy is now complete, and enclosed is our check for the return premium of ( ).

Centralizing Customer Service

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CMEditor
CENTRALIZING CUSTOMER SERVICE by Carol Hammes Time is a precious commodity for almost everyone. Ease and speed often take priority over minor price variations in purchasing anything from groce...

Commercial Lines Deregulation: E&O Friendly?

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CMEditor
COMMERCIAL LINES DEREGULATION: E&O FRIENDLY? by Curtis Pearsall It's evident that many state legislatures are taking up the issue of Commercial Lines deregulation. There are many benefits to d...

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