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Articles tagged with role


Agency Telephone Procedures: Telephone Messages

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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...

Avoid The Empathy Trap

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AVOID THE EMPATHY TRAP by Chris Burand The ability to empathize is admirable. It requires listening, understanding, ...

Best Practices Of Financial Management

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BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...

Bottom-Up Planning

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BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...

Capturing The Cyber Customer

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Align your marketing program to the needs and desires of today’s online customers.
“Control the customer and you control the sale.” This advice served generations of successful salespeople who knew that they could make any sale once they could get face-to-face with a prospect.

Convey Bad News Positively

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CONVEY BAD NEWS POSITIVELY There's nothing like being the bearer of bad new. Yet this letter shows how you can inform your clients of what's going on, to position yourself as the clien...

Curbing Workplace Drug And Alcohol Abuse

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CURBING WORKPLACE DRUG AND ALCOHOL ABUSE $100,000,000, 000 a year. Thats how much the federal government estimates that drug and alcohol abuse costs American businesses. If you th...

Developing A Business Continuation Plan

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DEVELOPING A BUSINESS CONTINUATION PLAN by Douglas Henderson Offer your expertise to help keep your clients in business when disaster strikes. More and more companies are thi...

Eight Ways To Evaluate A Marketing Program

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Rarely will you get something for nothing. But how do you know if you’re getting what you should out of your marketing program? This document by John Graham provides you with the guidelines to properly evaluate your marketing efforts.
Getting something for nothing seems to be a universal human desire that extends into the business arena. For example, company owners and managers often ask, 'What should we expect to get out of our marketing program? How will our dollar investment translate into increased sales?

Excellence: Turn Up The Heat!

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EXCELLENCE: TURN UP THE HEAT! by Don Phin How to transform your agency from good to great. Greatness an...

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