IMMS Library

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A ‘Failed’ Plan And The Solution

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AlDiamond1
A lsquo;FAILED PLAN AND THE SOLUTION By Al Diamond This letter from an Agency Consulting Group client, together with my reply, speak for themselves: Dear Al, I...

BANKS AND P/C AGENCIES REALITY CHECK PART II: MEET THE PEOPLE CHALLENGE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if t...

The Agency Mission Statement

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CMEditor
THE AGENCY MISSION STATEMENT An agency mission statement is a simple outline of the agency's overall goal. It should be phrased in terms of meeting the needs of current and potential cl...

Homeowners Questionnaire

1 Verified Reviews - 5 of 5.0

CMEditor
HOMEOWNERS QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Homeowners prospects: HOMEOWNERS I...

Osha: Employee Workplace Rights And Responsibilities

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CMEditor
INFORMATION DATE 19910614 DESCRIPTION USDOL Program Highlights-Workplace Rights and Responsibilities SUBJECT OSHA: Employee Workplace Rights and Responsibilities U.S. Depart...

Life Insurance: An Agent’s Tutorial

1 Verified Reviews - 5 of 5.0

CMEditor
LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you ...

Are Csrs ‘Exempt’ Employees?

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CMEditor
ARE CSRS lsquo;EXEMPT EMPLOYEES? by Judi Newman and the IIABA Virtual Faculty Is the customer service representative (CSR) position in an insurance agency considered ...

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...

A Boy Named Sue: A Guide To Producer Training

3 Verified Reviews - 4 of 5.0

CMEditor
A BOY NAMED SUE: A GUIDE TO PRODUCER TRAINING by Chris Burand A successful producer training program creates a powerful competitive advantage. Many readers are probably familia...

‘It Ain't Easy Being A Customer Anymore!'

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lsquo;IT AIN'T EASY BEING A CUSTOMER ANYMORE!' by Mike Manes The good news about being a poor old Cajun boy (I've been criticized for using this term to describe my...

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