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AGENCY TELEPHONE PROCEDURES: HOW TO TAKE CALLS by Karen Flaherty Verbal Courtesy Courtesy pays off. It's hard to be mad at someone who's being nice, so be nice! Be generous with ...

Training Tips

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TRAINING TIPS by Karen Flaherty How to meet the challenges and opportunities of training a new employee. During your career as a CSR, youll be asked (probab...

USING AUTOMATION SYSTEMS TO MEASURE CSR PERFORMANCE by Karen Flaherty Your agency management system offers a number of tools for evaluating CSRs. Many agencies are using their aut...

The Influence Of A Horse’s Derriere

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THE INFLUENCE OF A HORSES DERRIERE by Pegi Flahault 'Dont rock the boat.' 'Weve always done it that way!' 'If it isnt broken, dont fix it.' Do these ...

Adding Value To A Family Business

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ADDING VALUE TO A FAMILY BUSINESS by Pegi Flahault A long time ago, agencies thrived by simply writing enough policies, attending enough meetings, making enough contacts, and re...

SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...

TEN QUESTIONS SENIORS SHOULD ASK BEFORE BUYING AN ANNUITY by Jim Summers Senior Americans considering the purchase of an annuity to help save for or provide income during retirement shou...

Why Are We Always Behind?

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WHY ARE WE ALWAYS BEHIND? by Pegi Flahault The staff is always running behind, and you can't seem to find a solution. Before the solution can be determined, the cause must be identified. One po...

If I Ignore It, It Will Go Away

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IF I IGNORE IT, IT WILL GO AWAY by Pegi Flahault A young agent, the son of an agency owner, once said the problem with most agency principals is that theyre salespeople, and salespeople ha...

What Makes You Special?

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WHAT MAKES YOU SPECIAL? by Pegi Flahault 'So, tell me a little about yourself.' Remember how important an intelligent and succinct response to that question was when you were out job ...

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