This content has not been rated yet.
PENNY WISE AND DOLLAR FOOLISH: MEASURES TO INCREASE BACKROOM EFFICIENCY by Dana Falardeau The independent agency today is performing just about all the tasks that the carriers used to h...
This content has not been rated yet.
AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...
This content has not been rated yet.
INTERNAL PERPETUATION: KEY CONSIDERATIONS by Alfonso Ventoso Internal perpetuation is a realistic option for owners of healthy agencies to exit the business. In most cases, the desire to keep cont...
This content has not been rated yet.
If you think your message will reach the decision-makers you want to target, without deliberate assistance on your part-you're in for a nasty surprise. Welcome to business communications in the '90s.
This content has not been rated yet.
CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...
This content has not been rated yet.
THE QUALITY SCORECARD by Al Diamond Without industrywide efforts to improve, the insurance industry will continue to be susceptible to alternative markets, alternative-distribution channels, an...
This content has not been rated yet.
STAFFING SMART by Roy Phillips Agency profitability can start with well-trained, well-compensated customer service reps who know their jobs. Reasonable expense ratios can be the difference b...
This content has not been rated yet.
HOW TO DEAL WITH A WHOLESALER by Ed Bordenave, CPCU, ARM In today's world of complex and ever-changing exposures, one of your most important allies is an Excess ...
This content has not been rated yet.
HOW TO BECOME A WORKERS COMPENSATION EXPERT by Arthur Moll You can become an expert in workers compensation if you possess two traits. These traits are a flair for mathematical relationships and pat...
This content has not been rated yet.
TIPS ON WRITING SALES LETTERS Sales letters have many purposes: to sell a specific product, to sell the agency image, to keep customers informed of new coverage options, to complement service f...