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Understand Your E-Mail: Xobni

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UNDERSTAND YOUR E-MAIL: XOBNI by Steve Anderson A new, free plug-in module for Outlook called Xobni (pronounced 'ZOB-nee,' which is inbox spelled backwards) adds some social-networking ...

Avoid E&O Problems!

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Avoid E&O Problems! by Patricia Berry Agents need to review their procedures for avoiding errors and omissions claims on a regular basis. Although coverage checklists provide a great...

12 Low-Budget Marketing Ideas To Boost Your Business

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12 LOW-BUDGET MARKETING IDEAS TO BOOST YOUR BUSINESS by Emily Huling Its nearing years end, or weeks end for that matter, and your people are looking just ...

Use Cross-Selling To Increase Client Retention

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LynnThomas
USE CROSS-SELLING TO INCREASE CLIENT RETENTION by Lynn Thomas The more products and services your clients buy from you, the closer your relationship with them. In this document, Lynn Th...

Boost Your Sales By 95%

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BOOST YOUR SALES BY 95% Patricia A. Berry Most salespeople can increase their sales by 95%, by using professional knowledge and skills - and anyone who presents ideas, influences dec...

The Fraud Equation: Fighting Credit Card Mail Fraud

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THE FRAUD EQUATION: FIGHTING CREDIT CARD MAIL FRAUD by Leslie Kim The crime of fraud is an equation. It consists of pieces: this criminal, plus that method, plus an element of opportunity. The ...

A Relationship Audit

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A RELATIONSHIP AUDIT by Michael Manes Before the agency marriage, both parties need to answer these questions. The article was thought provoking...

Capturing The Cyber Customer

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Align your marketing program to the needs and desires of today’s online customers.
“Control the customer and you control the sale.” This advice served generations of successful salespeople who knew that they could make any sale once they could get face-to-face with a prospect.

Writing And Creating Your Agency's Business Plan

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WRITING AND CREATING YOUR AGENCY'S BUSINESS PLAN by Paige Proctor Use this proven, systematic approach to ...

Stewardship Reports — An Antidote To Market Insanity: Part I

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STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART I by Rob Ekern First in a two-part series, this document by Rob Ekern explains what a Stewardship report is and...

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