records

Articles tagged with records


Piracy Of Expirations

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PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...

Producers Non-Solicitation Agreement

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PRODUCERS NON-SOLICITATION AGREEMENT THIS AGREEMENT is entered into between [XXX INSURANCE AGENCY, INC.] as 'Agency' and ________________________ as 'Producer'. ...

Records Management For Disaster Planning

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Proper records management is one of the most crucial elements of disaster planning. The ability of an organization...

Sell More While Others Sell Less

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Although salespeople (and sales managers) might blame slow sales on the economy or the lack of company marketing, the truth is that everyone can be smarter and more productive. In this article, John Graham focuses on how salespeople — and everyone else in business — can become more productive. Graham challenges us to take a hard look at we do and, more importantly, what we’ve become accustomed to doing.

Setting Appointments With Qualified Prospects Telemarketing Script

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SETTING APPOINTMENTS WITH QUALIFIED PROSPECTS TELEMARKETING SCRIPT Producer: Hello (PROSPECT NAME), my name is (NAME). I am with (ABC AGENCY) insurance. Several months ago we spoke brief...

Stock Purchase Agreement

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AGREEMENT made this ____ day of __________, 19__, by and among PURCHASER INSURANCE AGENCY, INC., a Massachusetts corporation having a principal place of business in Boston, Massachusetts, hereinafter referred to as the "Buyer," ROGER A. ABLE of Lexington, Massachusetts, hereinafter referred to individually as "Able," and JOHN B. BAKER of Newton, Massachusetts, hereinafter referred to individually as "Baker"; both Able and Baker being referred to hereinafter jointly as the "Sellers."

SUBSTANCE ABUSE POLICY NETS POSITIVE RESULTS FOR EMPLOYEE-OWNED SERVICE COMPANY WORKING PARTNERS SCIENTECH Inc., in Idaho Falls, Idaho, is an employee-owned company that performs engineering and...

Suggested Schedule For Retention Of Business Records

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SUGGESTED SCHEDULE FOR RETENTION OF BUSINESS RECORDS KEY: 'P' means that the records should be retained permanently. Figures represent the number of years for retaining records. 'AT' means ...

Trade Secrets: Value And Ownership Issues

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Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

Why Some Fear Social Media

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WHY SOME FEAR SOCIAL MEDIA by Maribeth Kusmeski Compliance departments of financial services firms are up in arms because of industry rules requiring them to retain records of all the soc...

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