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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...
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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...
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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 ...
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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...
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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...
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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&...
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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...
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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...
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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...
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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...