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AGENCY AUTOMATION: AN E&O RESOURCE by Ken Buehler Are you getting everything you should out of your agency automation system? This document by Ken Buehler examines some of the automation pit...
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COMPANY CONTRACTS: DOUBLE YOUR BONUSES by Chris Burand If one company is willing to pay twice the bonus for the same results, the same book, the same ease of doing busin...
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How could this sentence have gotten anyone into trouble? 'We are delighted you'll be joining our team. We are confident this will be the beginning of a long and profitable relationship.'
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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...
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Closing a sale getting your prospect to say “yes” can sometimes be as easy as asking for it. Once you’ve laid the groundwork by qualifying your prospect, uncovering their needs, and showing how your product or service satisfy those needs, it’s time to ask for the order. Here are five tips to make this procedure simple and successful.
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But, this article is about the fundamentals of marketing and communications for an insurance agency (or any consumer facing business's marketing). In my opinion, if you can stick to nurturing these fundamentals regularly, then all the advanced and future enhancements will come naturally. It doesn't matter whether the role you play in the agency is Principal, Producer, CSR, Admin or any customer facing role, in more ways than one, these fundamentals should apply to you.
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BOOSTING EMPLOYEE MORALE ELECTRONICALLY by Jack Burke Everyone seems to be concentrating on the needs of their clients lately but how about your employees? Are you usin...
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CUSTOMER SERVICE: BEWARE THE BUREAUCRATIC TRAP! by Jack Burke Self-imposed rules and regulations can often rule, rather than serve, our relationships with customers. In this document, ...
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FORMING A STRATEGIC ALLIANCE by Carol Hammes A major challenge facing the Independent Agency System today is to provide quality products and services in a more cost effective and user-frien...
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HOW TO AVOID THE 12 MOST COMMON CAUSES OF BROADCAST TOWER LOSS by Douglas Federau 'If it ain't broke, don't fix it' applies to the way many owners view the more than 20,000 broadcast towers dott...