policy information

Articles tagged with policy information


Agencies And Brokerages Of The Future

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AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...

Campaign Mass Mailer

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CAMPAIGN MASS MAILER Dear (Customer Name): WE'RE ACTIVE, NOT REACTIVE Your insurance premium must be due - you've heard from your insurance agent. Is this your experience with insuranc...

How Do Customers Want To Be Served?

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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...

PENNY WISE AND DOLLAR FOOLISH: MEASURES TO INCREASE BACKROOM EFFICIENCY by Dana Falardeau The independent agency today is performing just about all the tasks that the carriers used to h...

To Boost Profits, Cut Agency Expenses: Part II

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART II by Jack Fries and Gary Holgate This second installment in a three-part article focuses on the major techniques for controlling your agency e...

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