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Boring Or Soaring? Great Performers!

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BORING OR SOARING? GREAT PERFORMERS! by Mike Manes IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end, Manes has writ...

Formalizing The Plan

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FORMALIZING THE PLAN A plan is only as good as its execution. It is essential that progress be monitored and adjusted and changes made when necessary. Which means that once you prepare the plan, you ...

Customer Service: The First Impression

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CUSTOMER SERVICE: THE FIRST IMPRESSION by Skip Hyken It takes eight to 12 good experiences to make up for a single bad impression. To renew the confidence in a customer, yo...

Have You Trained Your Employees To Do Their Job?

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HAVE YOU TRAINED YOUR EMPLOYEES TO DO THEIR JOB? by Curtis Pearsall If you're the owner or manager of an agency, take a few minutes and reflect on the structure of your staff. Do you have staff...

The Importance Of Working Capital

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THE IMPORTANCE OF WORKING CAPITAL by Chris Burand Working capital is vital to survival especially in this hard market. In this document, Chris Burand explains the importance of worki...

Risk Management: Keep Safety In The Forefront

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RISK MANAGEMENT: KEEP SAFETY IN THE FOREFRONT Once your employees have gone through safety training, make sure that they use what theyve learned to make their jobs safer. When every work...

Don’T Make Promises To Clients That You Can’T Keep!

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DONT MAKE PROMISES TO CLIENTS THAT YOU CANT KEEP! by Maribeth Kusmeski Did you ever make a big promise you cant keep? Often, theres a disconnect separating wha...

Questions For Interviewing Agency Accounting Or Cfo Candidates

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QUESTIONS FOR INTERVIEWING AGENCY ACCOUNTING OR CFO CANDIDATES 1. How do you recommend we book direct-bill commissions-on an as-received basis or by accrual? This question has three parts: ...

Thank You For X-Date

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THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...

Errors And Omissions Considerations

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ERRORS AND OMISSIONS CONSIDERATIONS by Carol Hammes The old saying 'The cobblers children go unshod' could apply to many insurance agencies today. Thousands of agents dont carr...

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