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Who Are The Decision-Makers?

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See the woman on the left? Would you walk into her office and start chatting about the traffic or the weather? Would you try to engage her in...

Producer Success Lesson 39

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RandySchwantz
Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz...

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...

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...

The Top 10 Rules When Selling Your Agency

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THE TOP 10 RULES WHEN SELLING YOUR AGENCY by Charles Watson Following these 10 Commandments can save you time, money - and hassles. If you'...

Factors To Consider When Expanding Into Life Insurance

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Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...

Selling Disability In The P/C Agency

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Here's a letter I received recently:
Dear Dave:
I work for a $3.5 million P/C agency with about 60% Commercial and 40% Personal in premium volume. One in-house Life producer handles Commercial and Personal lines, sometimes with outside help. But she doesn't write any Disability policies at all; she considers Disability insurance a specialty that she doesn't want to sell. Should I try to talk her into it, pressure her into it, or just let it go? I don't want to add another full-time Life agent unless he/she would become profitable early on; it took two years for my present Life agent to reach profitability. What are my alternatives?

Banks And Agencies: A New Way Of Doing Business

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The speakers on the tape I was listening to said, 'When you complete the process of rearing your children, you want to be...

Time Management For Producers

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TIME MANAGEMENT FOR PRODUCERS by Ken Buehler Avoid these common traps that can waste producers time - and your money. Time management is an essential ingredient to ...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

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