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Vehicle Safety, Part 2

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VEHICLE SAFETY, PART 2 By Bill Grieb Guidelines All company vehicles and equipment are to be operated in a safe manner and drivers must adhere to all applicable laws. The driver is...

When Claims Practices Fail

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WHEN CLAIMS PRACTICES FAIL By Roy Phillips When one of your carriers handles a claim poorly, everyone suffers particularly you, the agent. From a product and servic...

Top 10 Ways To Guarantee An E&O Claim

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TOP 10 WAYS TO GUARANTEE AN E&O CLAIM by Curtis Pearsall Nothing can ruin your day as thoroughly as an E&O claim. Luckily, IMMS Consultant Curtis Pearsall has ample experience in assisting a...

Offering Free Insurance Review

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OFFERING FREE INSURANCE REVIEW Dear (Customer Name), We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business for more than ( ) years. It's been our pleasure to...

Do These Trends Pertain To You?

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DO THESE TRENDS PERTAIN TO YOU? by Curtis Pearsall Do you know what makes your business vulnerable to an E&O claim? This document by Curtis Pearsall helps you see what might be right un...

Use Business Envelopes For Direct Mail

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USE BUSINESS ENVELOPES FOR DIRECT MAIL The next time your agency orders its business envelopes, why not use the backside of the envelope for direct-mail appeals? Here's one sugg...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): Believe it or not, an entire year has gone by, and it's time to review your ( ) insurance. Because you are an important me...

I'M Going Golfing - Please Take Care Of This.

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'I'M GOING GOLFING - PLEASE TAKE CARE OF THIS.' by Curtis Pearsall 'I'm going golfing - please take care of this.' 'Take care of what?' I was going to respond. It was too late; he was a...

Moore-Peterson Company: Our Mission

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MOORE-PETERSON COMPANY OUR MISSION We, the employee-owners of Moore-Peterson, state as our mission to: Build and maintain long-term relationships with our clients by provid...

Confronting Substance Abuse In Small Business

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Small businesses have not made the same progress as large businesses in developing drug abuse programs due to a lack of...

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