This Confidentiality Agreement ('Agreement') is executed effective between _____________, its subsidiaries, parents, successors and assigns ('Company') and _______________, his/her assigns, spouse, heirs or other legal representative ('Signator'), as consideration for the establishment and/or continuation of their employment relationship and sharing of Confidential Material.

CONVERT PROSPECTS TO CLIENTS by Bill Cates Many factors go into converting a prospect into a client. However, theres one factor that most people who are trying to make the ...

As an independent agent, you enjoy a unique potential to cross-sell financial services to your clients. Here’s how to take advantage of this opportunity.

CURBING WORKPLACE DRUG AND ALCOHOL ABUSE $100,000,000, 000 a year. Thats how much the federal government estimates that drug and alcohol abuse costs American businesses. If you th...

CUSTOMER SERVICE: THE AGENCY STAFF SURVEY by Preston Diamond Find out if your CSRs are willing and able to provide quality client service. If you can't service your curre...

CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...

How to create a calm, cohesive, and accountable working team.
Personnel challenges are not uncommon when you’re a manager. But how does a manager know if the root of the problem lies in the employee or the manager?

DIRECT SALES EFFORTS TO POSITIVE GOALS While theres no magic formula for success, your agencycan improve its chance of profitability by implementing a more discipline...

DISASTER PLANNING MANUAL - PART 1 It's probable that you'll be swamped by calls from policyholders about what to do before and after a catastrophe. Keep a generous supply of the following four chec...

INFORMATION DATE 19891003 DESCRIPTION USDOL Program Highlights, Discrimination Protection for Trucking Employees SUBJECT Discrimination protection for trucking employees U.S...