This content has not been rated yet.
MANAGING FOR PROPER SERVICE by Catherine Oak Follow these guidelines to boost retention rates and earnings. Due to the costs of producing and servicing an account, the av...
This content has not been rated yet.
MANAGING THE CLAIMS HANDLING PROCESS by Catherine Oak These ABCs of claims handling can keep your E&O exposure under control. The claims function in an agency is usually handled by ...
This content has not been rated yet.
AGENCY FINANCIAL MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency owners are former producers, they seldom have financial management expertise. This article focuses ...
This content has not been rated yet.
PROFIT CENTER ACCOUNTING by Bill Schoeffler and Catherine Oak Is Personal Lines costing your agency money? When is it time to hire a new employee for Commercial Lines? Profit center ...
This content has not been rated yet.
HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...
This content has not been rated yet.
KEYS TO FINANCIAL MANAGEMENT SUCCESS by Catherine Oak Following these six guidelines will help keep your agency in fine financial fettle. Owners are usually oriented toward sales...
This content has not been rated yet.
SUCCESSFUL ANNUAL PLANNING by Catherine Oak Follow this basic planning annual process annually ...
This content has not been rated yet.
...
This content has not been rated yet.
EXEMPLARY MARKETING TECHNIQUES TEACH FUNDAMENTAL PRINCIPLES by George Nordhaus The basic lessons of marketing reveal that every product or service experiences three stages: innov...
This content has not been rated yet.
GREAT ARGUMENTS FOR TRANSACTIONAL FILING By George Nordhaus IMMS is convinced that transactional filing works - and many agencies are moving in that direction. But don't take IMMS' wor...