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Track Renewal Workflow

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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...

Checklists Protect Against Errors And Omissions

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CHECKLISTS PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer I recently got to babysit my two nephews for four days. My sister gave me a long list of daily things to do as well as rules t...

Convert Prospects To Clients

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CONVERT PROSPECTS TO CLIENTS by Bill Cates Many factors go into converting a prospect into a client. However, theres one factor that most people who are trying to make the ...

Agency Risk Management Of Soft Market/Hard Market Exposures

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AGENCY RISK MANAGEMENT OF SOFT MARKET/HARD MARKET EXPOSURES by Ken Buehler How well are you managing your loss exposures involving market conditions? This article will offer guideli...

Four Quick Hit Referral Ideas

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FOUR QUICK HIT REFERRAL IDEAS by Bill Cates Every time I host a Referral Champions Boot Camp, I walk away with great ideas from the attendees - and the latest camp was no excep...

Agency Valuation Issues

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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

Cash Bonuses And Employee Motivation

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CASH BONUSES AND EMPLOYEE MOTIVATION by Chris Burand Would you be surprised to learn that not everyone is motivated by money? When it comes to offering employees an inc...

Insurance And The ADA

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JackBurke
INSURANCE AND THE ADA by Jack Burke The Americans with Disabilities Act, more commonly known as the ADA, was signed into law by then-President Bush on July 26, 1990 with overwhelming supp...

Alternative Work Schedules: Try Flextime

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ALTERNATIVE WORK SCHEDULES: TRY FLEXTIME by Judith Newman Innovative work schedules that depart from the traditional five-day, 'nine-to-five' variety have been around now for over 20...

Focus On Employees: The Key To Success

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JackBurke
FOCUS ON EMPLOYEES: THE KEY TO SUCCESS by Jack Burke Another lifetime ago, when I managed Hertz Car Sales, I made a point of hand writing little notes to our Hawaiian salesperson. Somehow, this...

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