SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...

SMALL BUSINESS: THE NEXT BIG THING FOR BANKS by Valerie Jordan Bank insurance programs, created with various degrees of complexity, are currently experiencing high activity d...

SOLIDIFYING THE BOND WITH YOUR CUSTOMER by Jack Burke Very few people will recognize the name Hikari, unless they're in the beauty salon industry. Hikari is a scissors manufacturer and dis...

SPECIALIST Dear (Customer Name), Would you expect to: Buy a Mercedes Benz from your local Chevy dealer? Eat a gourmet dinner at Wendy's or McDonald's? Shop for...

The virtual office concept, also known as telecommuting or a mobile office, emerged as the American work force shifted from physical labor to knowledge-based work. Workers who create or manipulate information can generally perform anywhere there is a telephone, desk, chair, and computer. Technology enables the knowledge-based worker's office to be portable.

It can be overwhelming to consider all your insurance coverage options, because there are so many of them out there. You will likely get a lot of advice as you sift through all your options, and not all that advice will be worth listening to. So, it becomes important to know how to tell the difference between important and not-so-helpful advice.

THE CUSTOMER LIFE CYCLE AND HOW IT INFLUENCES YOUR SUCCESS by Lynn Thomas Your customers have four distinct stages in their life cycle development with your agency. Lynn Thomas explain...

THE ORIGINS OF DIMINISHED AGENCY VALUE by Roy Phillips and Dan King What factors contribute to the reduction of an agency's value? In our experience of evaluating hundreds ...

THREE DEADLY MISTAKES IN OUR ADVERTISING by Andrew J. Byrne We make three deadly mistakes in insurance direct mailings: the failure to be si...

Buying insurance can sometimes be overwhelming. This is a given. However, more than anything else, the power of having adequate insurance coverage means that you are in a position where you are covered to face the unexpected is akin to investing in an umbrella for a rainy day, but before you go investing in any type of insurance coverage, it is important to take a step back and consider all your options.