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Fleshing Out Present Accounts

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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...

Emphasize Your Commitment

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EMPHASIZE YOUR COMMITMENT Dear (Customer Name): Let us look into our crystal ball and predict the future of your business. Now, to be honest, that's not how we do it. We know you...

Designing Effective Surveys

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DESIGNING EFFECTIVE SURVEYS by Mike Manes This is the latest in a series of articles on organizational management and leadership by Mike Manes. The first article created a Management ...

Job Description: Sales Center Manager

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JOB DESCRIPTION: SALES CENTER MANAGER OBJECTIVE: Under the direction of the marketing manager, organize, plan, lead and control the sales center to assist in administration of an ef...

Help! We'Ve Lost Our Hard Drive!

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HELP! WE'VE LOST OUR HARD DRIVE! by Jeane Massey May 11th was a typical busy Monday in our office. Our 20 staff members were using our system constantly throughout the morning; at noon we did our ...

Recruit The Right Producers

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RECRUIT THE RIGHT PRODUCERS At seminars and conventions, business spokespersons stress the need for high-caliber personnel and lament the difficulty of finding them. It could be said that recruiting ...

Employee Evaluation

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EMPLOYEE EVALUATION INTRODUCTION While the job description is the basis of the employee evaluation, the evaluation also affects the job description, helping to keep it flexible an...

See You In The Funny Pages!

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SEE YOU IN THE FUNNY PAGES! by Mike Manes All I need to know about creating the insurance agency of the future I learned from three comic strips. Daddy would often tell me, ...

Springtime Questionnaire

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SPRINGTIME QUESTIONNAIRE Check if yes: Home YES ...

Dinosaur Of The Year-A Remembrance

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DINOSAUR OF THE YEAR-A REMEMBRANCE by Mike Manes It was more than a banquet; it was an event-a celebration of a life of power and control. It was the annual ...

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