DO YOU WANT TO SUCCEED? by Robert Reagan Start planning now for your agencys future success. The concept of long-range strategic planning has become all but obsolete. Twenty-five...

DOES YOUR WEB SITE HAVE PEOPLE SAYING lsquo;WOW!? by Maribeth Kusmeski These seven questions can help you evaluate the WOW! factor on your Web site: Does your sit...

DONT MAKE PROMISES TO CLIENTS THAT YOU CANT KEEP! by Maribeth Kusmeski Did you ever make a big promise you cant keep? Often, theres a disconnect separating wha...

DON'T WAIT FOR A TRAGEDY TO START WORKING SMARTER by Grace Bauer Why do we wait for a tragedy to happen in our lives before making changes to work smarter and be happier? We often...

Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

ENCOURAGING STAFF INPUT TO SPUR PROFITS by John Jaques How many opportunities for increasing business do you overlook everyday? This document by John Jaques provides a great way for you...

ESTABLISH PROFESSIONAL IMAGE Dear (Customer Name): At (Your Agency Name), we have been providing quality service for more than ( ) years. We have more than ( ) customers in the area who have insuran...

ESTABLISHING A TELEMARKETING DEPARTMENT You need to make two more decisions once you have definitely decided to set up a telemarketing unit within your agency. The first is whether your ...

FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...

FINDING THE RIGHT CSR by William Vericker Where, and what, to look for hiring quality CSRs. When clients call, e-mail, or visit your agency, they count on someone to service their bus...