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Self-Promotion: No One Else Will Do It For You

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SELF-PROMOTION NO ONE ELSE WILL DO IT FOR YOU by Lisbeth Wiley Chapman Producers can make certain that the right people see them, hear about them, read about them, and buy their products or ser...

If I Were Marketing Manager For A Day 1

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IF I WERE MARKETING MANAGER FOR A DAY by Janis Williamson, CPCU, CPIW The role of the marketing manager is quite different than it has ever been before because the marketplace is li...

The Esop As A Vehicle For Selling An Interest In An Insurance Agency

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THE ESOP AS A VEHICLE FOR SELLING AN INTEREST IN AN INSURANCE AGENCY by Francis Willmarth In the early 1960s, Mortimer Adler and Louis Kelso published the Capitalist Manifesto, a...

INSURANCE AGENCIES AND THE EMPLOYMENT CIVIL RIGHTS LAWS OF CALIFORNIA AND THE NINTH CIRCUIT, PART 1 by Francis G. Willmarth, J.D. Could your agency be the target of a $1 million employment civ...

Adjusters Say The Darnedest Things

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ADJUSTERS SAY THE DARNEDEST THINGS by Bill Wilson Its inexcusable when a claim is denied for no other reason than 'Its not covered.' The insured is owed a reason for a clai...

Customer Service Tests

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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...

Puttin’ On The Ritz — Building A Customer Service Culture

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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...

Electronic Records Admissibility

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ELECTRONIC RECORDS ADMISSIBILITY by Bill Wilson Are electronic records admissible in court? How long must records be retained? ...

Prevent Identity Theft: Be Aware, Be Proactive, Be Assertive

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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...

How Do You Ensure That Training Works?

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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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