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ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...
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Did you know that ...THE MAJORITY OF YOUR FELLOW DRIVERS HAVE HAD FEW OR NO ACCIDENTS WHILE DRIVING THEIR CARS?! In fact, The Insurance Institute...
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AUTO INSURANCE Dear (Customer Name), Isn't it worth a few moments of your time to learn whether you're paying more than you need to for Automobile insurance? (Your Agency Name) will answer that ...
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BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...
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BANKS AND INSURANCE: WHAT TO TELL A BANK PROSPECT by Fred Dent It never hurts to be prepared, particularl...
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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...
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BE PREPARED WHEN CHANGING BANKING PARTNERS by Ron Overson Business banking relationships tend to be personal and long-term; they rarely change. However, as your agency grows, its needs change, a...
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BECOME AN EMPLOYER OF CHOICE: FIND AND KEEP GREAT EMPLOYEES by Diane Herbert and Pamela Millard Make your agency attractive to quality employees. Great employees look for g...
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BEST PRACTICES AGENCIES: THE BEST OF THE BEST by Tom Doran As a management consultant and one of the authors of The Best Practices Study, it's sometimes a temptation to become...
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BEST PRACTICES FOR AGENCY MANAGERS: LOOK BEYOND THE NUMBERS by Robert C. Smith Taking the financial and operational performance results of the Best Practices Study and building manag...