party

Articles tagged with party


A Final Reason To ‘Guide’ For Commercial Lines Referrals

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A FINAL REASON TO lsquo;GUIDE FOR COMMERCIAL LINES REFERRALS by Gil Simonds In the previous article, I promised to provide one last reason to guide for referrals...

Agency Telephone Procedures: Time Management

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AGENCY TELEPHONE PROCEDURES: TIME MANAGEMENT by Karen Flaherty Transferring Telephone Calls There are calls you will not handle personally but will transfer to supervisors or co-wo...

Are You A Producer Or A CSR?

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ARE YOU A PRODUCER OR A CSR? by Grace Bauer There are plenty of producers out there who are really CSRs. Are you one of ...

Aspects Of Perpetuation Management

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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...

Auto Subrogation - Follow Up No. 2

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AUTO SUBROGATION - FOLLOW UP NO. 2 Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured The letter sent on your behalf to the party responsible fo...

Avoid The Empathy Trap

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AVOID THE EMPATHY TRAP by Chris Burand The ability to empathize is admirable. It requires listening, understanding, ...

Basic Facts About Registering A Trademark, Part 1

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BASIC FACTS ABOUT REGISTERING A TRADEMARK Part 1 of 5 What is a Trademark? A trademark is either a word, phrase, symbol, or design, or combination of words, phrases, symbols or...

Basic Facts About Registering A Trademark, Part 2

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BASIC FACTS ABOUT REGISTERING A TRADEMARK Part 2 of 5 Use of 'TM,' 'SM,' and 'r' Symbols Anyone who claims rights in a mark can use the TM (trademark) or SM (service mark...

Cluster Tips

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CLUSTER TIPS by Chris Burand Cluster contracts among individual agencies or groups of agencies (not necessarily the major cluster-type agency organizations) are almost alw...

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

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