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SPECIALIST Dear (Customer Name), Would you expect to: Buy a Mercedes Benz from your local Chevy dealer? Eat a gourmet dinner at Wendy's or McDonald's? Shop for...
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PERPETUATION IN FAMILY-OWNED AGENCIES: PROBLEMS AND OPPORTUNITIES By Paige Proctor Perpetuation through family members is one of the most common forms of extending an agency into...
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GROW REVENUES OR SHRINK EXPENSES: HOW TO IMPROVE AGENCY PROFESSIONALISM by Elizabeth Miller Although weve seen many agencies enjoy tremendous profits over the years, Elizabeth Miller believ...
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EMERGING E&O LOSS EXPOSURES by Ken Buehler With so many new concepts, new types of business, and changes in existing insurance products, insurance agents need to be more diligent than ever i...
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BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...
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Successfully obtaining telephone appointments or expiration dates requires a new response to the worn out responses of yesterday.
Most people resent telephone interruptions and are prepared to do serious battle.
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PROTECTING YOUR AGENCY'S MOST VALUABLE ASSET by Diane Herbert and Pamela Millard As an insurance agency, your focus is on developing new business and retaining customers. You need to do bo...
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E&O CLAIMS: TRAINING/REMEDIATION AFTER THE ERROR OR OMISSION! by Ken Buehler If an error or omission occurs, you can't undo it. You can take action to prevent similar incidents in the future, ...
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RISK ABATEMENT IN A HARDENING MARKET: YOUR CLIENT AND YOUR FIRM CAN WIN WITHOUT LOSING by John Beringer No longer can you as the agent simply sit back and await the outcome of a client...
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THREE TIPS FOR SETTING GOALS by Bill Cates As you set goals, consider these three guidelines. (Although most people dont think of the third one, its just as important as the...