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BUSINESS PLANNING WORKBOOK by Michael Manes Introduction Planning is a commitment to move your organization from where it is to where it needs to be. ...
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NEW BUSINESS DEVELOPMENT: IT'S MORE THAN SALES by Kevin Grant CFP, ChFC According to The Best Practices Of The Leading Independent Insurance Agencies In The United States, a study commissioned by t...
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HOW DOES YOUR STAFF MEASURE UP? by John Jaques The single best measure of an agencys management, professional personnel, quality of performance, and potential for profits remains employee...
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TEN REASONS WHY AGENTS NEED A STRATEGIC ADVISORY BOARD by Andrew Barile Privately owned retail agents, wholesalers, and MGAs can benefit by creating a Strategic Advisory Board of executi...
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SUPERVISION: MODULE III-D INTRODUCTION Training is simply the first step in establishing a producer and/or CSR in your Life department. Once they have learned wha...
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SEVEN TIPS FOR KILLER HEADLINES! by Patricia Berry As with good ad copy, all successful headlines use specific formulas. Patricia Berry shares seven top headline-writ...
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THE FOUR FACES OF PROFITABILITY: PART I by Diane Herbert and Pamela Millard Even if you see a healthy profit when you look at the bottom line, you might want to consider your profitability...
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RELATIONSHIP MARKETING Jumping through a hoop 20 feet above the water isn't considered normal activity for a killer whale. So when Shamu was captured and hauled to its new home ...
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LIFE INSURANCE FOR P/C CUSTOMERS One agent had this question: 'One of our P/C insureds is carrying a $1 million Life policy, and he is paying about $50,000 a year in premium. Unfortunately, we didn'...
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KEEPING AHEAD VS. KEEPING UP by Jack Burke Through the years, businesspeople have spoken the language of proactive marketing while implementing strategies th...