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PROHIBITED ACTIVITIES (STANDARDS OF CONDUCT) [Company Name] wishes to create a work environment which promotes job satisfaction, respect, responsibility, and value for all of our employees, clients, ...
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THE ROLE OF LIFE IN A MERGER Recently, we discussed the role and potential of Life/Health production in agency clusters. Related but different factors are involved in the buying, selling...
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QUESTIONS TO AVOID DURING AN INTERVIEW by Don Phin The United States Equal Employment Opportunity Commission and other federal and state agencies have issued guidelines for employers regard...
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How do you know what to change to make your agency run better? You're proud of your accomplishments, but can't seem to make the progress you desire year-by-year. In this document, Al Diamond recommends that during your planning process, instead of focusing outwardly on your competitors, the industry, or the economy, try focusing inwardly instead.
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FIVE KEYS TO ACHIEVING YOUR GOALS by Pamela Millard Plenty of things can distract you from your goals. Its all about making sure your goals meet a few critical criteria: Engagement...
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USE A CONSULTANT TO FIND MARKETS FOR YOUR AGENCY by Andrew Barile When using a consultant to find company markets, there tend to be three types of agencies: those that have used a consu...
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BASIC FACTS ABOUT REGISTERING A TRADEMARK Part 3 of 5 FILING REQUIREMENTS Before completing an application, read the instructions carefully and study the examples provided. Er...
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MARKETING-THEN SALES- FOR THE SHORT AND LONG TERM by Richard Barry Most everyone has firsthand knowledge of just how competitive business is today. We reali...
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Situation: I am a P/C agency principal and I have been pursuing Life and group business for the past few years. The results have been good so far, but I'm getting nervous about liability exposure. First I read about Kentucky agents who are being held liable for unpaid claims written in an insolvent multiple employer welfare arrangement (MEWA).
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HEALTH INSURANCE Dear (Customer Name), ISN'T IT TIME TO REVIEW YOUR HEALTH PROGRAM? We have a responsibility to keep our policyholders informed about the many ways in which we can serve ...