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EMPLOYEE CONDUCT AND THE AMERICANS WITH DISABILITIES ACT by Don Phin Most employees with disabilities can maintain acceptable conduct in the workplace. However, on occasion, some employee...
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ASKS FOR REFERRALS Dear (Customer Name): You've been a valued customer for years at (Your Agency Name). As a discerning client, you recognize quality service. (Your Agency Name) is concerned w...
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During recent months, I've been asked to do a number of workshops on team building. These principles cover the basics.
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WORKERS COMPENSATION Dear (Customer Name), NEW! YOU CAN SAVE MONEY ON YOUR WORKERS COMPENSATION INSURANCE PROGRAM! Discover how the results of an effective safety program can lower your Workers Com...
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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...
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THE 10 COMMANDMENTS OF TELEMARKETING 1. Thou shalt cover thy database. Your database is constantly changing and must be reached many times to be fully informed about what you have to s...
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Six reasons why mergers and acquisitions fail.
Few business transactions pack the high-stakes potential of a merger or acquisition. Done well, the deal can help an agency attain new levels of prosperity. Done poorly, it can be crippling.
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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...
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Do you own any antiques, fine arts, collections or other special value items such as tamps or Coins?
Do you own any jewelry or furs valued at over $1000 which are not specifically insured?