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Financial Services Cross-Selling: More Relevant Than Ever

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FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...

How To Set Up A Public Safety Program

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HOW TO SET UP A PUBLIC SAFETY PROGRAM by Bill Grieb STEP ONE: Document your program in your written workplace safety manual. STEP TWO: Perform a public safety analysis. This is done by the Safety M...

Learning Plans For CSR's

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LEARNING PLANS FOR CSRs by Mary Beth Bolen Customer service is a dynamic, changing field. A stick-in-the-mud agency that clings to outdated practices often stays right where it started - in the ...

Make Agency Meetings Productive

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MAKE AGENCY MEETINGS PRODUCTIVE by Jack Fries Have you ever been in a meeting where you didnt know what they were talking about and each minute seemed like an hour? Many...

Marketing Activity Routines

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This provides an outline of a client contact program for Marketing Representatives.

Public Relations: An Investigation

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PUBLIC RELATIONS: AN INVESTIGATION by Jack Burke Unfortunately, too many insurance agencies define public relations as 'sending out a story on employee promotions with photograph attached....

Release High-Value Content Through Social Media

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SEVEN STEPS FOR RELEASING HIGH-VALUE CONTENT THROUGH SOCIAL MEDIA by Maribeth Kusmeski Valuable content is the key to get and keep people interested in your social media sites. You can pu...

Selling Strategies: How To Be The Lead Dog In Sales

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SELLING STRATEGIES: HOW TO BE THE LEAD DOG IN SALES by Emily Huling 'How does she do it?' 'Do you think he'd share his secret?' 'I hear her name all over town.' 'He ...

Staff Meetings 101

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STAFF MEETINGS 101 by the IIABA Virtual Faculty In general, virtually all agencies should have periodic staff meetings. Unfortunately, too often these meetings are unproductive. According to one ...

Starting A Workplace Safety And Hazard Communication Program

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1. PURPOSE 1.1 The purpose of public safety policies and procedures is to protect the public from...

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