realistic expectations

Articles tagged with realistic expectations


BANKS AND P/C AGENCIES REALITY CHECK PART II: MEET THE PEOPLE CHALLENGE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if t...

BANKS AND P/C AGENCIES REALITY CHECK PART III: IMPLEMENT THE PLAN by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

BANKS AND P/C AGENCIES REALITY CHECK PART IV: BUYER, BEWARE! by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

BANKS AND P/C INSURANCE AGENCIES REALITY CHECK PART I: DO YOUR DUE DILIGENCE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes,...

Banks, Agents, And Profits

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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

CRM Or Marketing?

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CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d...

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