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Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...
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SELECTING THE RIGHT LIFE PRODUCER Dear Dave, As president and sole stock- holder of a $3 million P/C agency, I have decided to set up a Life/Benefits department, probably as a sep...
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SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...
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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...
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SMALL DEPOSITS by Steve Anderson Connecting with people is simple, but not easy. However, connection is a necessary ingredient in both business and personal relationships. The simp...
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SPENDING ON TOMORROW HITS TODAY'S BOTTOM LINE by Diane Herbert and Pamela Millard The term, 'revenue per employee' is a widely accepted measure of an agency's performance. It's calcula...
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STAFFING & PRODUCTIVITY: HOW DO YOU MEASURE UP? by Judith Newman Is your agency overstaffed - or understaffed? How would you describe your agencys performance: Hi...
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SUCCESSFUL TELEPHONE COMMUNICATION TECHNIQUES: PART 1 by Bruce Shaffer Do you find it hard to use the telephone to help build your business? A lot of people do. This two-part series...
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TAX BENEFITS FOR S CORPORATIONS by Al Diamond Many insurance agencies have chartered themselves as sub-chapter S corporations over the years. The 'S Corp' was created so that companies co...
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TEN TIPS FOR WRITING GOOD AD COPY by Patricia Berry Writing an ad? These tips and warnings from Patricia Berry will help you to get the very best response. Start by choo...