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Change — it’s inevitable. A recent article stated that “change is not progress; change is the price we pay for progress.” As consumers, we all want more, better, less costly stuff than we have today. As providers of products and services, we feel that we’re already doing more with less and shouldn’t be expected to sacrifice again. Maxine, the cartoon character, summed it up best when she said, “change is good, as long as I can do what I’ve always done.”
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LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...
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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevit...
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The bar has been raised in order to qualify 'expert witnesses.' Rule 702 of the Federal Rules of Evidence** addresses the qualification of expert witnesses, as do procedural rules at the state level. This document by Roy Phillips and Thomas Veitch gives you the details.
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An effective marketing program will benefit you, your carriers, and your clients.
Unless you meet your customer’s needs, there’s no room for an insurer — let alone your agency. If the company doesn’t make money, the entire system falters.
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CHRISTMAS GREETING Dear (Customer Name), Just a note to let you know that we're thinking of you during the holiday season. Not only do we send our best wishes, but I want to add a perso...
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ENCOURAGING STAFF INPUT TO SPUR PROFITS by John Jaques How many opportunities for increasing business do you overlook everyday? This document by John Jaques provides a great way for you...
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HOW MUCH CAN YOU RELY ON YOUR CONSULTANT'S LAWYER? by Gary Lawson, JD, LLM, Bruce Campbell, JD, and Gavin Kahn, Esq. A common practice in business today is for comp...
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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and...
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OFFER TO REVIEW PRESENT INSURANCE Dear (Customer Name): It took a lot of hard work to buy your home. If you're like the average American in pursuit of a dream home, you spent evenings and weekends ...