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'52 PICKUP' FOR ORGANIZATION AND PRODUCTIVITY by Mary Beth Bolen During many years of helping others organize and automate, I've picked up some helpful techniques. When I'm not productive, i...
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A CASH-FLOW BUDGET FOR AN INSURANCE AGENCY by Zachary Berhau Some agencies show a paper profit year in and year out. Suddenly one day, they're in financial difficulty. How can an agency makin...
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A NEW LOOK AT THE SALE OF LIFE INSURANCE TO CHILDREN More children die from injuries than from disease, reports a Wall Street Journal item which quotes specialists at the Johns Hopkins Children's Ce...
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AGENCY RATING FORM On a scale of 1 to 10, with 10 being the highest possible score, how would you rate [Agency Name] on the following items? ...
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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...
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FRAUDBUSTERS: BEWARE OF AIRBAG SCAMS by Susan Clarke What's an airbag? Well, it depends on your point of view. If you're a typical consumer, an airbag is simply an auto safety device. If you're...
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'BUT I CAN'T AFFORD TO ADVERTISE!' by Al Diamond Why on earth would agency principals pay a consu...
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CHURCHES - 'PEACE OF MIND' Dear (Customer Name): PEACE OF MIND . . . that's the quality that a place of worship provides for its parishioners. Guidance, joy, comfort, but most importan...
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DISABILITY/AUTO Dear (Customer Name): If your car is damaged in an accident, you have insurance to pay for the repairs. If your house is burglarized, you have insurance to pay for the stolen items....
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DISASTER PLANNING MANUAL - PART 1 It's probable that you'll be swamped by calls from policyholders about what to do before and after a catastrophe. Keep a generous supply of the following four chec...