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Give A ‘Thank You' Gift

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GIVE A lsquo;THANK YOU' GIFT by Bill Cates Giving a Thank You gift is a simple strategy that will have people saying good things about you and generating ong...

Good Compensation Plans Attract Good People

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GOOD COMPENSATION PLANS ATTRACT GOOD PEOPLE by Mark Shlien Many agencies have had to change their approach to compensation during the recession. Faced with declining revenues and profits,...

How Good Is Your Competition?

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HOW GOOD IS YOUR COMPETITION? A Competitive Position Analysis Agencies can benefit from comparing themselves to their closest competitors: other independent agents, direct writers, even b...

How To Be A High-Performing Firm

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HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...

Is Customer Loyalty Dead?

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IS CUSTOMER LOYALTY DEAD? by JoAnna Brandi When an agency meets some or all of our expectations we usually say that we're satisfied. When an agency goes a few steps further ...

Is This Still Your Father's Agency?

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IS THIS STILL YOUR FATHER'S AGENCY? by Pegi Flahault To paraphrase an automobile advertising slogan: Is this still your father's agency? Are you trying to run the agency the same way it was ru...

Join Forces With A Life Professional

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JOIN FORCES WITH A LIFE PROFESSIONAL by Harlan Warthen Harlan Warthen provides a simple, field proven, cost-effective program that you can use to produce a consistent flow of highly qualifi...

Keep A Clear Focus On Financial Management

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KEEP A CLEAR FOCUS ON FINANCIAL MANAGEMENT by Carol Hammes The hardening market, together with the start of new year give you the perfect opportunity to reflect on how to improve your busine...

Legal Outline For California Agencies - Chapter 1

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...

Let There Be Less Light

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LET THERE BE LESS LIGHT Dimmer overhead light means greater comfort when you're working at your computer, advises the American Optometric Association. As a rule, lighting levels should be set ...

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