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Dear (Customer Name), WHAT IS RENTAL REIMBURSEMENT? As your insurance adviser, we have a basic responsibility to see that you receive the benefit of new coverages that will...
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'52 PICKUP' FOR ORGANIZATION AND PRODUCTIVITY by Mary Beth Bolen During many years of helping others organize and automate, I've picked up some helpful techniques. When I'm not productive, i...
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ADDING VALUE TO A FAMILY BUSINESS by Pegi Flahault A long time ago, agencies thrived by simply writing enough policies, attending enough meetings, making enough contacts, and re...
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ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...
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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...
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It’s often difficult for an agency to hire an in-house PR specialist. And assigning PR responsibilities to an existing employee has its drawbacks. This document by Henry Stimpson examines the advantages and disadvantages to hiring an out-sourced PR consultant.
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ACCOUNTING AUDITS AND REVIEWS: WORTH THE EXPENSE by Chris Burand Agencies can avoid a lot of grief by obtaining annual accountants reviews or audits. An audit can catch inno...
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STRATCH THEIR I.T.C.H. - WATCH PEOPLE BEAT A PATH TO YOUR DOOR! by Mitch Axelrod What business are you in? Today, you, I, and everyone else is in the I.T.C.H. business! ...
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BUDGETING: WHAT, WHY, AND HOW? by Al Diamond Most insurance agencies dont budget. They operate on the lsquo;Money-in-the-Bank or the lsquo;Sell-and-Hope-for...
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YOUR WEB STRATEGY MUST CHANGE by Steve Anderson Go to your agencys Web site and look at the home page. Put yourself in the mind of a random person who doesnt know your agenc...