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The Business Development Plan - Part 3 Of 4

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The Business Development Plan - Part 3 Of 4

The Business Development Plan - Part 1 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Business Development Plan - Part 2 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Business Development Plan - Part 4 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

Life Insurance: Unlimited Opportunities

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'Why don't all Property Casualty agencies receive at least 20% of their commission income from Life, Health, and employee benefits?' This article will show you why this potential revenue source remains untapped by so many firms, and what to do about it.

Determining The Financial Health Of A Health Carrier

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It's much easier to assess the financial strength of a carrier in the world of Property and Casualty insurance than in the world of Health insurance. Several organizations have standard rating systems to assess a P/C carrier's strength and financial performance. A broker can quickly compare the financial viability of various P/C carriers using an assigned rating. Brokers usually don't even bother to look at an unrated carrier.

Using Planning Models To Drive The Bottom Line

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In a complex and fluid business environment, this planning outline can help move your agency in the right direction.

“I’m farming as hard as I can but I know I’m not farming as smart as I can.”


Getting A Company Appointment: Part 1

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GETTING A COMPANY APPOINTMENT: PART 1 by David Stambaugh This first article in a two-part series shows how to get a company appointment that can benefit you, your clients, and your carr...

Getting A Company Appointment: Part 2

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This second article in a two-part series shows how to get a company appointment that can benefit you, your clients, and your carrier.

BEGIN THE SEARCH FOR A NEW CARRIER

Putting Successful Customer Service Into Practice

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Michael Treacy and Fred Wiersma's book, The Discipline of Market Leaders, presents a compelling explanation of why some companies continually outperform their competitors. Their thesis rests on this premise: If a company is going to achieve and sustain dominance, it must first decide where it will stake its claim in the marketplace and what kind of value it offers customers.

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