planning

Articles tagged with planning


Perpetuation Planning: Why? How?

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AlDiamond1
PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

Planning For A Merger: Filling In The Blanks

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CMEditor
Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

Planning: A Survival Tool

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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...

Project-Driven Benchmarking

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AlDiamond1
PROJECT-DRIVEN BENCHMARKING by Al Diamond Objectives define the annual goals of a company, but over the course of a year the process can become routine and t...

Prospective Clients

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Dear (Customer Name): When you sit down to pay your Homeowners insurance premium, do you think about what you're paying for? Do you worry that you might be paying for more cover...

Public Relations: Plan And Prepare To Stay Ahead

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On my desk is a calendar from a wire service that distributes press releases and articles to media outlets...

Questions Asked By P/C Agents Can Lead To Life Sales

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QUESTIONS ASKED BY P/C AGENTS CAN LEAD TO LIFE SALES Many large Life cases or benefits programs start with a few questions that any PC producer can incorporate into a fact-finding questionnaire. The ...

Strategic Planning Of Human Resources

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STRATEGIC PLANNING OF HUMAN RESOURCES by Mary Beth Bolen To develop your human resources, ask yourself these questions. Planning the income strategy for a profit center or depa...

Successful Carrier Relationship Management

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No matter how much management, budgeting, staff training, or sales activity an agency or brokerage under...

The Agency Business Plan: Your Road Map To Success

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Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.

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