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CUSTOMER SERVICE TESTS by Bill Wilson Customer service is critical to agency profitability and growth. Outstanding customer service leads to customer satisfaction. Customer satisfaction lead...
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PUTTIN ON THE RITZ BUILDING A CUSTOMER SERVICE CULTURE by Bill Wilson If youve ever stayed at a Ritz-Carlton hotel, Im betting that the experience was o...
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ELECTRONIC RECORDS ADMISSIBILITY by Bill Wilson Are electronic records admissible in court? How long must records be retained? ...
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PREVENT IDENTITY THEFT: BE AWARE, BE PROACTIVE, BE ASSERTIVE by Chris Wright An incorrect billing statement could be a simple error...
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HOW DO YOU ENSURE THAT TRAINING WORKS? by Monica Woldring Insurance agents today all spend time and money on training staff. The training may take place on the job or in seminars and courses. W...
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TELEMARKETING: ONE STEP TOWARD SALES EFFICIENCY by Phil Zinkewicz As the agency system strides to be competitive, some agencies find telemarketing pays off. The efficiency of the...
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HOW DOES YOUR STAFF LEARN BEST? by Monica Woldring Most people have found that they learn things easiest when using one learning method. For example, in order to learn how to use a computer...
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MAILING LIST MANAGEMENT by Monica Woldring The uses of mailing lists are many and varied. Some of the most common uses in the insurance industry include sending letters to clients, newsle...
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ON-THE-JOB TRAINING by Monica Woldring Without proper training, the first few days at a new job can be daunting. For employers, every day that a new-hire isnt performing their ...