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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...
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E&O CLAIMS: THE DISCOVERY PROCESS by Ken Buehler There are three discrete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery begins when the agency first becomes aware tha...
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CHANGE SERVICEPROCEDURES THROUGH PARADIGM THINKING by Mary Beth Bolen Paradigms are the rules, standards, and boundaries within which we live and work. With todays volatile e...
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The No. 1 complaint from customers almost invariably involves communication . . . or lack of it. According to industry statistics,...
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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART I by Jack Fries and Gary Holgate For your agency to survive, and thrive, youll need to implement effective expense con...
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The determination of adequate compensation levels for the staff is one of the most difficult issues...
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THE GENESIS OF MARKETING by Jack Burke 'In the beginning . . .' there was an idea. Then came the plan. Unfortunately, when it comes to marketing, the action often comes b...
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ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...
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INSURANCE DIRECT MARKETING by Ed Drake Rather than focusing solely on how to handle business within the agency, managers must direct their focus to marketing prec...
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AGENCY PRODUCTIVITY LEVELS by Carol Hammes Every business needs to evaluate itself against others to gauge its level of success and to identify areas in which it can improve. This docume...