team member

Articles tagged with team member


5 Lessons - The Modern fundamentals of Insurance Agency Marketing

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AdrianHolloway
But, this article is about the fundamentals of marketing and communications for an insurance agency (or any consumer facing business's marketing). In my opinion, if you can stick to nurturing these fundamentals regularly, then all the advanced and future enhancements will come naturally. It doesn't matter whether the role you play in the agency is Principal, Producer, CSR, Admin or any customer facing role, in more ways than one, these fundamentals should apply to you.

Are Two Salespeople Better Than One?

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CMEditor
Are two salespeople better than one? Sometimes yes and sometimes no.

Well-planned, well-executed joint sales calls can impress customers, add additional value to the product or service you sell, close sales, and retain business. But when a joint call goes bad, the results can be disastrous.

Building Teams: A Nine-Step Approach

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DonPhin
BUILDING TEAMS: A NINE-STEP APPROACH by Don Phin Follow these nine steps from Don Phin and youll build powerful teams. Im often asked to facilitate what we will refer...

Employee Performance Evaluations

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CMEditor
EMPLOYEE PERFORMANCE EVALUATIONS by Troy Campbell The day of the annual performance review is the one you most look forward to during your work life. (Ha!) Systems for evaluating performance have b...

Five Keys To Achieving Your Goals

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CMEditor
FIVE KEYS TO ACHIEVING YOUR GOALS by Pamela Millard Plenty of things can distract you from your goals. Its all about making sure your goals meet a few critical criteria: Engagement...

Managing Small Commercial Accounts

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CMEditor
MANAGING SMALL COMMERCIAL ACCOUNTS by Cindy Brady, CIC In many agencies, 'small' Commercial accounts get over-serviced while larger accounts are under-serviced because both are treated the same. S...

Playing Team

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DonPhin
During recent months, I've been asked to do a number of workshops on team building. These principles cover the basics.

The Decision And The Questions

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CMEditor
THE DECISION AND THE QUESTIONS by Mike Manes IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end,...

Time Off: The Guilt Trip

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CMEditor
TIME OFF: THE GUILT TRIP by Grace Bauer What happens in your agency when an employee calls in sick? As with any other event, if you have a plan in place youll be able to ...

Transform Your Agency With The Team Concept

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CMEditor
TRANSFORM YOUR AGENCY WITH THE TEAM CONCEPT by Grace Bauer We really don't hear very much about the team concept in agencies today. The only time the concept mentioned is in the con...

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