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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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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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ACTUARIAL CHECKLIST FOR THE INSURANCE AND RISK MANAGEMENT PROFESSIONAL by Al Rhodes The responsibilities of risk managers, risk management consultants, accountants, and brokers increase as insurance...
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BUDGETING FOR NEW PRODUCERS by Chris Burand Few agencies consider the cost of new producers. Chris Burand explains why agencies wishing to grow or perpetuate need to focus on th...
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AGENCY ACQUISITIONS: LET THE BUYER BE SMART Every independent agency in the country will experience a change in ownership at least once in its lifetime. Close to one-third of agencies h...
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BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...
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THANK YOU - SOLICIT WORKERS COMP THANK YOU! Dear (Customer Name), We don't often take the time to say thank you to our customers, but we wanted to let you know we apprecia...
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The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?
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THE ROLE OF AN OWNER: IS IT ABOUT YOU OR THEM? by Jack Burke Leadership means a willingness to embrace chan...
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ACKNOWLEDGE CLAIM DATE [CLIENT MAIL NAME] [ADDRESS1] [CITY], [STATE] [ZIP] Dear (Customer Name), Thank you for reporting your recent claim so promptly. We have sent the report to [POL...