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Agent's Checklist: Protecting Your Accounts Against Piracy

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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...

Are You A Leader Or Just The Boss

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It takes more than a job title and a loud voice to get an agency team to function properly. This applies to owners, managers, and supervisors alike, says Jack Fries.

Ask Employees For Suggestions On Improving Performance

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ASK EMPLOYEES FOR SUGGESTIONS ON IMPROVING PERFORMANCE Paul Serwinek, Ph.D. A...

Bonus/Compensation Plans: Part One

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BONUS/COMPENSATION PLANS: PART ONE by Jack Fries An incentive or bonus program requires many variables to be successful. Such programs too often reward work that wouldve been done...

Boring Or Soaring? Great Performers!

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BORING OR SOARING? GREAT PERFORMERS! by Mike Manes IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end, Manes has writ...

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Do You Really Care About Your Customers?

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DO YOU REALLY CARE ABOUT YOUR CUSTOMERS? by Emily Huling Well, of course you care about your customers! At least, you believe you do. How do you show it? If you're like most of the sales...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

Encourage A Positive View Of The Insurance Industry

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ENCOURAGE A POSITIVE VIEW OF THE INSURANCE INDUSTRY by Mary Beth Bolen What are two 'facts' most customers 'know' about insurance? One, it costs too much. Two, if they make a claim, their po...

Financial Services

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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

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