six months

Articles tagged with six months


Let’s Talk About Agency Procedures Again

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LETS TALK ABOUT AGENCY PROCEDURES AGAIN by Grace Bauer We all have similar agency management concerns. Grace Bauer reminds you why we develop procedures and why we need to keep ...

10 Basic Planning Initiatives That Will Add To Your Bottom Line

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10 BASIC PLANNING INITIATIVES THAT WILL ADD TO YOUR BOTTOM LINE by Ken Buehler The need for planning has never been greater. While planning focuses on profit...

A Marketing Mindset Creates Customers

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A MARKETING MINDSET CREATES CUSTOMERS by John Graham As the insurance organizations marketing meeting began, the president stated, We need more sales. This might see...

Advice On Developing A Producer Recruitment Program

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ADVICE ON DEVELOPING A PRODUCER RECRUITMENT PROGRAM 'What advice would you offer an independent agency on a step-by-step basis, for deve...

Approaching Friends For Referrals: II

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APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...

Auditing Your Automation/Information System

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How To Buy, Sell, Merge Or Perpetuate Part Vii

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VII A Comprehensive Look at the Best Ways to Handle One of the Most Significant Financial Events in the Life of Your Agency by Larry Morrison an...

Implement The Right Procedures To Raise Revenue

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IMPLEMENT THE RIGHT PROCEDURES TO RAISE REVENUE by Grace Bauer Is your agency using step-by-step procedures to train its employees? Has it reviewed its procedures to make sure they save tim...

Organizing To Support The Sales Effort

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ORGANIZING TO SUPPORT THE SALES EFFORT by Carol Hammes At some point, it becomes essential to step back from the situation and evaluate whether the organizational structure and job descr...

Procedures In An Agency

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PROCEDURES IN AN AGENCY Agency management requires planning, organizing, directing, controlling, and monitoring results. These procedures material will help, assisting you in training new staff, moni...

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