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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 ...
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FRAUDBUSTERS: THE PHANTOM ROLLS ROYCE by Barry Zalma In California and several other states, before a car can be insured, the agent must photograph the car and its vehicle identification number. T...
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CRISIS MANAGEMENT PLAN OPERATIONAL OVERVIEW Prepared by: RICHARD H. SOPER, CMC, CSP Principal SOPER & ASSOCIATES, LTD. THE FREQUENTLY MISSING RISK...
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AGENCY VALUATION, MERGERS & ACQUISITIONS: IS IT A NEW DAY? by Robbie Smith The significant loss of surplus from the 9/11 catastrophe, together with an already compelling need for r...
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POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...
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BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...