plan

Articles tagged with plan


Business Combinations: Surviving/Thriving With A Merger

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BUSINESS COMBINATIONS: SURVIVING/THRIVING WITH A MERGER by Carol Hammes These guidelines will help you meet the challenges of merging your agency. Most industr...

Business Planning Workbook

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BUSINESS PLANNING WORKBOOK by Michael Manes Introduction Planning is a commitment to move your organization from where it is to where it needs to be. ...

Calling Your Referral Prospect

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Many readers have been asking me for scripts that cover the first phone call to a new referral prospect. Obviously, this first call will vary greatly for a number of reasons: The nature of your business, the circumstances of the referral, and whether or not your client introduced you in some way — just to name a few.

Cargo

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CARGO Dear (Customer Name): While driving to work, you've probably heard traffic reporters report with humor the various truckloads of cargo that occasionally spill onto the highways. Food, liquids...

Catastrophe Checklists: Be Prepared!

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CATASTROPHE CHECKLISTS: BE PREPARED! by Grace Bauer Believe it or not, most agencies don't consider catastrophes an area of concern until disaster strikes close to ...

Catastrophe Planning: Is Your Agency Really Prepared?

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CATASTROPHE PLANNING: IS YOUR AGENCY REALLY PREPARED? by Grace Bauer After talking to a number of agents, I've learned that only 10% of agencies are truly prepared for a catastrophe! Sur...

Cement Relationships To Build Retention

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CEMENT RELATIONSHIPS TO BUILD RETENTION Service today should center on building lasting relationships-with the customer and with the companies the agency represents. Two fundamental types of CSR con...

Coaching Salespeople

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COACHING SALESPEOPLE by Bob Ayrer All of the selling expertise and rah-rah sales rallies in the world dont mean a thing unless you can convert this knowledge into skill ...

Cobra Extends Health Benefits

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COBRA EXTENDS HEALTH BENEFITS The Consolidated Omnibus Budget Reconciliation Act is better known as COBRA. Its acronym sounds venomous, but COBRA is the antidote for people who have just...

Commercial Lines Marketing Plan: Part I

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Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.

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