IMMS Library

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How To Be A High-Performing Firm

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HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...

The Agency Management Process

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THE AGENCY MANAGEMENT PROCESS by Jack Fries Today, more than ever before, the independent agent needs to reduce expenses and increase income. In this document, Jack Fries expl...

An Attitude Problem

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AN ATTITUDE PROBLEM by Mike Manes I was listening recently to a business owner talk about an employees attitude problem. Initially, I took the comments at face value....

Identifying Annuity Prospects

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Annuities are presently the source of nearly half of Life companies' premium income. A couple of decades or so ago, the figure was just 11%, according to a recent Life Insurance Management Research Association (LIMRA) study.

Let Your Customers Rate You

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This letter and questionnaire generated quite a response and helped one agency that sent it learn a lot about their image. The response rate to the letter was 13.23% --...

How To Stop Handing Business To The Competition

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Use these seven principles to stay ahead of the pack in any market.
Most businesses fail to achieve their potential because of faulty thinking — which happens when business executives, owners, and managers don’t like news that runs contrary to the pictures inside their heads.

Compensating Your Sales Center Coordinator

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COMPENSATING YOUR SALES CENTER COORDINATOR By Darren Clevenger One of the most critical factors that can make the difference between an average sales center coordinator and a great ...

Documenting Procedures Concern Employees

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DOCUMENTING PROCEDURES CONCERN EMPLOYEES by Grace Bauer Like it or not, no one can deny the benefits of proper documentation in areas of employee responsibilities, human resources issues, c...

Prospective Clients

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Dear (Customer Name): When you sit down to pay your Homeowners insurance premium, do you think about what you're paying for? Do you worry that you might be paying for more cover...

THIS IS A SLOPPY INDUSTRY WHICH CREATES GREAT OPPORTUNITIES! by Chris Burand Property/Casualty, and even Benefits, insurance, as practiced, is often sloppy. In many cases, quality...

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