lsquo;TAKE THE KID OFF MY POLICIEShellip; WHAT SHOULD YOUR INSURANCE AGENCY DO? by Curtis Pearsall, CPCU Recently, a long-time agency associate contacted me; during our c...

DISASTER PLANNING FOR AGENTS by Steve Anderson If we arent prepared to deal with a disasters effects on our own operations, we wont be in a position to help our cli...

ESTABLISH PROFESSIONAL IMAGE Dear (Customer Name): At (Your Agency Name), we have been providing quality service for more than ( ) years. We have more than ( ) customers in the area who have insuran...

PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...