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management system
Articles tagged with management system
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The Agency Profitability Audit consists of five stages:
• Analyze the Available Data
• Understand the Agency’s Objectives
• Determine the Agency’s Assets and Course of Action
• Inform All Personnel and Companies of the Course of Action
• Transact the Procedures and Practices Needed To Attain the Established Objectives
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Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products.
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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.
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Email marketing is the grand-daddy of interactive online marketing. Email marketing has been around for more than 15 years. It is directly or indirectly related to the advent of every other interactive communication platform, including instant messaging, texting, social media, forum interaction and more.
But, email marketing remains one of the hardest strategies to implement for an insurance agency (or any business for that matter). The challenges abound...
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ELECTRONIC RECORDS ADMISSIBILITY by Bill Wilson Are electronic records admissible in court? How long must records be retained? ...
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If you're thinking about what will be happening on the business scene in the future, the first step is to clear your mind of several popular misconceptions. More than ever, it will be dangerous to harbor-let alone act upon-erroneous ideas which can lead a business down the wrong road.
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MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...
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MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...
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PRODUCERS AS PROFIT CENTERS by Diane Herbert and Pamela Millard Sales is the lifeblood of your agency, and your sales force is one of the biggest investments in your agency you...
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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...