SELL YOURSELF AND YOUR AGENCY Karen Flaherty, president, Professional Training Systems, Inc., conducted a telephone survey of 50 independent insurance agencies to evaluate how well agencies responded...

THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...

THE WORLDS WORST KEPT SECRET: TRANSITION PLANNING IN INSURANCE AGENCIES by Al Diamond Agencies with Perpetuation Plans to transition management and ownership from o...