EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and stay with yo...

EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and...

FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...

FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

Retirement has always been a tough undertaking but in today's tumultuous economy, it sometimes seems like an impossible task. There's no question that countless risks go hand in hand with retirement. However, even during a recession, you can manage these risks. Here are the top five most common retirement risks and the best ways to deal with them:

CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)

PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...