planning process

Articles tagged with planning process


Disaster Insurance Planning

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In a small company, the death of the key executive can often trigger a complete business failure. A larger business can take basic precautions,...

Do You Want To Succeed?

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DO YOU WANT TO SUCCEED? by Robert Reagan Start planning now for your agencys future success. The concept of long-range strategic planning has become all but obsolete. Twenty-five...

Framework For Agency Success - Part II

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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn Planning agency success is a learning experience. Sharing ideas, taking advantage of opportunities, and tapping untapped resources, with the help of ...

Framework For Agency Success I

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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn NEW BEGINNINGS I'm not quite sure why, but for me, fall is the time of year that signals new beginnings. Maybe it's because students are...

Glass Ceilings In The Insurance Agency Business

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GLASS CEILINGS IN THE INSURANCE AGENCY BUSINESS by Al Diamond Learn what to expect, and how to grow, as you approach milestones in premium volume. Much of management consultant work i...

Improving Productivity To Increase New Sales

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IMPROVING PRODUCTIVITY TO INCREASE NEW SALES by Carol Hammes When setting your agency's production goals for the coming year, don't rely on help from the marketplace. In fact, it...

Individual Planning And Goal-Setting

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INDIVIDUAL PLANNING AND GOAL-SETTING MAKE CREDIBILITY, PERSONALITY ASSESSMENT PAY by Allen Karlin Planning to succeed is a continuous process. It's not something done once for the next six m...

Leadership For Dummies

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LEADERSHIP FOR DUMMIES by Mike Manes Since this article is for Dummies, Mike Manes is writing it simply. If this...

Marketing: Opening New Territories

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MARKETING: OPENING NEW TERRITORIES by Al Diamond Al Diamond focuses on planning methods that will help you move your business forward. Agents who havent yet formalized their p...

Mergers: What To Consider

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MERGERS: WHAT TO CONSIDER by Charles S. Watson, CPCU, CLU Last fall when we wrote the article about strategies for the '90s, we predicted that there would be an increase in merger activity al...

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