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Don’t Go Too Far When Asking For Referrals!

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DONT GO TOO FAR WHEN ASKING FOR REFERRALS! by Bill Cates After reading a new book on referrals, I was shocked! The author opened with a story of an occasion when he asked for refer...

Restructure Personal Lines And Small Commercial Lines To Increase Profits

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In most agencies today, the total commission of a Personal Lines account will equal or exceed the commission of a Non-exception Commercial account. In this document, Jack Fries asks why you’d pay a CSR more money to handle a lower commission account.

Salvaging Your Investment After The Earthquake

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SALVAGING YOUR INVESTMENT AFTER THE EARTHQUAKE by John Barclay, Esq. The Northridge earthquake has resulted in billions of dollars of property damage. Insurance, private assistance, and public assis...

Getting Down To Business With Referral Prospects

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GETTING DOWN TO BUSINESS WITH REFERRAL PROSPECTS by Bill Cates During a referral seminar last week, a participant came up to me at the break with a question. He told me that our Referral...

Due Diligence Isn’T A Strategy! Paralysis By Analysis

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DUE DILIGENCE ISNT A STRATEGY! PARALYSIS BY ANALYSIS by Mike Manes Due diligence is a process that allows everyone involved to CYA (a military term that means 'cover your ass...

Personal Homeowners Proposal

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PERSONAL HOMEOWNERS PROPOSAL by Jack Fries For: ...

What Usually Goes Wrong In An Office Meeting

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Are your office meetings successful or ineffective? Without proper planning and execution, they can end up wasting everyone’s time. Jack Fries offers solutions to nine common problems that can arise in office meetings.

Using Models To Drive The Bottom Line

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In an increasingly complex and fluid business environment the need for proper planning is greater than ever. Where do you begin? David Stambaugh provides an outline to move your agency in the right direction.

Why Do Agency Customers Complain?

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JackNordhaus
The No. 1 complaint from customers almost invariably involves communication . . . or lack of it. According to industry statistics,...

Positioning Is An E&O Issue

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POSITIONING IS AN E&O ISSUE by Phyllis Van Wyhe The way you position yourself with your clients impacts your E&O exposure. Fast Phil sells cheap, hassle-free insurance. He says, ...

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