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FORMING RICHER CLIENT RELATIONSHIPS: THE CRM SOLUTION by Patricia Czech In the shallow end of the pool, the little tykes are splashing around with their water wings. You wade in waist h...
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INFORMATION DATE 19920715 DESCRIPTION USDOL Program Highlights-OSHA Consultation Service SUBJECT The OSHA Consultation Service U.S. Department of Labor Program Highlights Fact Sheet No. OSHA 92-0...
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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...
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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...
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Motivation is tied closely to compensation, but the two are very different. Compensation is simply one form of motivation. There are many forms, all of which should accomplish one thing: encourage producers to sell and make them feel good about what they're doing and where they're doing it. A good motivational environment will help both Life and P/C producers. You should have a motivational atmosphere for your CSRs, as well. You should maintain a high recognition level in which all agency members can participate.
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RETAINING LIFETIME CUSTOMERS by Brenda French At renewal time, customers have one question that they expect their broker to answer: 'What have you done for me lately?' If that question is...
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E&O-PROOFING YOUR AGENCY: 25 TIPS FOR LITTLE OR NO COST! by Ken Buehler E&O incidents are on the rise. We've entered an era where it seems that any uncovered loss creates a problem. In a hard mar...
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E&O AND THE HARD MARKET by Bill Wilson In a hard market, E&O claims have a tendency to rise in both frequency and severity due to increased workloads, reduced coverages, and other facto...
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Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.
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AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...