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Soft Market - Emphasize Service

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SOFT MARKET - EMPHASIZE SERVICE Dear (Customer Name): WHEN IT COMES TO SERVICE, (Your Agency Name) STANDS ALONE. We know you expect top-quality insurance service at an affordable price. At (Your Ag...

Take Charge Of Carrier Planning

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TAKE CHARGE OF CARRIER PLANNING by John Jaques When looking at profit improvement, most agency owners analyze and plan for new production, client service, staffin...

Marketing: Niches To Riches

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MARKETING: NICHES TO RICHES by Michael Jans The advantages of niche marketing are obvious to most agents. It's far easier to create compelling messages to a niche market than it is to c...

Top 10 New Year's Resolutions For Agency Planning

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TOP 10 NEW YEAR'S RESOLUTIONS FOR AGENCY PLANNING by John Jaques Use these planning guidelines to grow sales and earnings. In case you didnt create a New Years resolution lis...

Good News On Taxes!

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GOOD NEWS ON TAXES! by Robert Nein Make no mistake. Taxes are one of the most vexing problems facing today's business owner. Of the many forms of taxation, estate taxes are considered the most...

Communicate The Right Way

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COMMUNICATE THE RIGHT WAY by Emily Huling Technology tools can present problems when theyre used carelessly. Some people dont use the most appropriate communication tool f...

Why Some Fear Social Media

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WHY SOME FEAR SOCIAL MEDIA by Maribeth Kusmeski Compliance departments of financial services firms are up in arms because of industry rules requiring them to retain records of all the soc...

Homeowners Client Relationship Building And Referral Letter

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NOTE: THIS LETTER IS MEANT TO BE USED IN CONJUNCTION WITH REFRIGERATOR MAGNETS LISTING INSURANCE AGENCY CONTACTS AND PHONE NUMBERS, AS WELL AS EMERGENCY FIRST AID TIPS AND HOSPITAL/POLICE NUMBER...

Technology Gives Managers Accurate And Accessible Information

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TECHNOLOGY GIVES MANAGERS ACCURATE AND ACCESSIBLE INFORMATION by Jack Fries How does your profitability compare with that of other agencies in your area? What about your salary structure?...

Independent Contractors: Are They Or Aren't They?

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INDEPENDENT CONTRACTORS: ARE THEY OR AREN'T THEY? by Marvin Sahl, CLU The use of independent contractors can give businesses greater flexibility and lower labor costs, reduce taxes...

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