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E-SURVEYS: SELF-SERVING PABLUM by Jack Burke Most questionnaires aren't worth the paper they're printed on because they're designed to elicit only positive responses. Companies are afrai...
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THE SEVEN HABITS OF HIGHLY EFFECTIVE INSURANCE AGENCIES by Al Diamond In 1989, Stephen Covey wrote his best seller, The Seven Habits of Highly Effective People. These habits...
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AGENCY COMPENSATION SURVEY by Carol Hammes As of this writing, the government has determined that the insurance industry as a whole has 2.2 million workers who earn an average of $3...
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A POTPOURRI OF E&O TIPS by Curtis Pearsall Now that the hard market is upon us, theres no doubt that the Excess and Surplus Lines (E&SL) marketplace will be used to an even g...
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E-MAIL MARKETING: DON'T TEST SURVEY! by Patricia Berry Because of its incredibly low cost, e-mail harbors a temptatio...
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The Agency Profitability Audit consists of five stages:
• Analyze the Available Data
• Understand the Agency’s Objectives
• Determine the Agency’s Assets and Course of Action
• Inform All Personnel and Companies of the Course of Action
• Transact the Procedures and Practices Needed To Attain the Established Objectives
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How to determine if your agency or brokerage has a true sales culture
Even though you might be able to show extensive evidence that your agency is highly productive, profitable, or well capitalized, how do you measure your “sales culture?”
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AGREEMENT made and entered into this ____ day of ____________, 20__ by and between [NAME OF INSURANCE AGENCY], a [State] corporation having a principal place of business in [City, State], (hereinafter the 'Agency') and _____________ of ____________, [State] (hereinafter the 'Producer').
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THE CUSTOMER LIFE CYCLE AND HOW IT INFLUENCES YOUR SUCCESS by Lynn Thomas Your customers have four distinct stages in their life cycle development with your agency. Lynn Thomas explain...
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DRUG TESTING AND EMPLOYEE ASSISTANCE PROGRAMS by Bill Grieb If you're in business, you must face some facts: 70% of all illegal drug users are employed either full or part time, indica...