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line of business
Articles tagged with line of business
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AGENCY FINANCIAL MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency owners are former producers, they seldom have financial management expertise. This article focuses ...
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CHOOSING THE RIGHT MARKET FOR YOUR AGENCIES by Janet Lewis After the work that goes into finding and qualifying prospects, getting in the door, and gathering the proper data to quot...
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COMMERCIAL LINES MARKETING PROGRAM by Al Diamond This documentcovers issues as diverse as agency budgeting, how to post an effective classified advertisement, and marketing carr...
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To cross-sell effectively, you’ll need to define the “competitive advantage” that shows the client why buying from you will benefit them. Take these four steps to cross-sell your clients by showing them that you can meet their needs more effectively than their incumbent agent.
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E&O IN COMMERCIAL AUTO by Curtis Pearsall In virtually every Commercial Lines agency, theres a good chance that most of your accounts have a Commercial Auto exposure and that you w...
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My E&O classes include discussion on claims frequency by line of business. When I bring up the issue of Life insurance, many folks have trouble identifying...
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IF THE NICHE FITS: DESIGNING THE NICHE PROGRAM QUESTIONNAIRE by Andy Barile You've done your research and have assessed the potential of a niche insurance marketing program thoroughly....
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KEYS TO FINANCIAL MANAGEMENT SUCCESS by Catherine Oak Following these six guidelines will help keep your agency in fine financial fettle. Owners are usually oriented toward sales...
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PROFIT CENTER ACCOUNTING by Bill Schoeffler and Catherine Oak Is Personal Lines costing your agency money? When is it time to hire a new employee for Commercial Lines? Profit center ...