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retention
Articles tagged with retention
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MANAGING RISK: A GUIDE FOR YOUR BUSINESS CLIENT Part 3 of 4 RISK RETENTION Everyone retains risk. Most car owners have a collision deductible of at least $100. Owners of $200...
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OPTIMAL LONG-TERM PRODUCER INCENTIVES by Larry Morrison and Gary Jacobson The optimal program for producers involves training and support, short-term compensation and in...
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PATHS TO UNDERWRITING PROFITABILITY by Becky Lathrop and Jon Persky Many agencies focus their efforts on new production and overall growth in order to achieve their objectives. Although this i...
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PRE-APPROACH LETTER Dear (Customer Name): 'ONE SIZE FITS ALL.' Is that the kind of insurance program for which you're paying? Although this approach might work with socks, it hardly s...
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REFERRALS: LETS TALK lsquo;BOOK VALUE by Gil Simonds In the last article, after talking about how to avoid getting referrals that were less than desirable, I noted that...
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RETENTION AND RENEWALS: TWO NEW STEPS FOR PRODUCERS AND CSRs by Preston Diamond The higher your agencys referral and renewal rate, the stronger your bottom line. In this docume...
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SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...
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SEVEN MARKETING BLUNDERS AND HOW YOU CAN AVOID THEM by Craig Huey BLUNDER #1: Using 'image' advertising instead of direct-response advertising. This is the number-one mistake made ...
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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 ...
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SURVEYS SUBSTANTIATE THEORY: RETENTION EQUALS GROWTH When striving to make an agency grow, most agency managers focus on increasing new business. But it's just as important to address improv...