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Doing The Deal: A Four-Step Process

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DOING THE DEAL: A FOUR-STEP PROCESS by Rob Ekern This systematic sales approach works! Take the last deal you did: How many d...

Stand Tall With Stewardship Reports

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STAND TALL WITH STEWARDSHIP REPORTS by Rob Ekern Don'tbe left dangling on the hook of price and commodity. Stewardship is one of the most important techniques that agents and br...

Consultative Brokerage: A Thinking Player’s Game

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CONSULTATIVE BROKERAGE: A THINKING PLAYERS GAME by Rob Ekern Selling, like golf, requires careful thought. As a young man, I occasionally played golf on a competitive ba...

The Softening Market: Don't Change Horses

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THE SOFTENING MARKET: DON'T CHANGE HORSES by Rob Ekern Use these six proven ways to beat the soft market. Those of you who are historians will recall one of the grea...

The Benefits Of Cross-Selling Employee Benefits

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THE BENEFITS OF CROSS-SELLING EMPLOYEE BENEFITS by Rob Ekern Adding Employee Benefits offers a great way to strengthen relationships with Commercial Lines accounts, while d...

FURNISHING MVRS TO CLIENTS COULD BE HAZARDOUS TO YOUR E&O POLICY! by Mike Edwards Clients, especially Commercial clients who hire drivers, often ask their agent to furnish them with...

E&O And Policy Changes

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E&O AND POLICY CHANGES by Mike Edwards In this document, Mike Edwards examines the E&O implications of mid-term policy changes. Edwards presents two E&O ...

READING CONTRACTS FOR INSUREDS: GUIDELINES AND SAMPLE DISCLAIMER by Mike Edwards As every E&O attorney knows, a sizeable number of E&O claims against agents arise from agents trying to do a ...

Manage Direct Marketing

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MANAGE DIRECT MARKETING by Ed Drake Most agencies that use direct marketing successfully to generate sales have something in common - an effective system to handl...

Insurance Direct Marketing

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INSURANCE DIRECT MARKETING by Ed Drake Rather than focusing solely on how to handle business within the agency, managers must direct their focus to marketing prec...

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