IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

If It Ain't Broke-Break It!

This content has not been rated yet.

CMEditor
Complacency or self-deceit can undo much good, and it can kill potential.
Too often I speak to P/C agency principals who say that they're doing just fine, thank you, in Life production. They have no complaints, there's production, so why look any further or make changes?

Work Flow Procedures Manual-Commercial Cancellation Procedure

This content has not been rated yet.

CMEditor
COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...

Quiet Time Speaks Volumes

This content has not been rated yet.

CMEditor
QUIET TIME SPEAKS VOLUMES by Grace Bauer Do your employees complain about feeling overworked, never having enough time, or being stressed out from constant interruptions? Fight the madness ...

Agency Ownership Changes Call For Extra Customer Tlc

This content has not been rated yet.

CMEditor
AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handlin...

Agency Telephone Procedures: Time Management

This content has not been rated yet.

CMEditor
AGENCY TELEPHONE PROCEDURES: TIME MANAGEMENT by Karen Flaherty Transferring Telephone Calls There are calls you will not handle personally but will transfer to supervisors or co-wo...

Enhance Business In Difficult Times: Manage Finances

This content has not been rated yet.

CMEditor
ENHANCE BUSINESS IN DIFFICULT TIMES: MANAGE FINANCES by Brian Burke, ASA Successful agencies act in seven areas to enhance business during difficult economic times: marketing, prosp...

Analysis Of Profit-Sharing Agreements

This content has not been rated yet.

CMEditor
ANALYSIS OF PROFIT-SHARING AGREEMENTS Use this form to review your company profit-sharing deals. Complete this checklist for each major company represented. A no ans...

You Want To Be A Coach?

This content has not been rated yet.

RandySchwantz
Whether you’re dealing with producers or athletes, helping players develop will win the game.
In this cynical age, it’s hard not to be suspicious of the establishment. When something goes wrong, it’s easy to blame the government, your parents, or society — but a bit harder to find the flaws in yourself.

Why Good Employees Leave: Commonsense Ways To Build Employee Loyalty

This content has not been rated yet.

CMEditor
WHY GOOD EMPLOYEES LEAVE: COMMONSENSE WAYS TO BUILD EMPLOYEE LOYALTY by Emily Huling A good worker can be hard to find and once you find them, even harder to retain. Emily Hul...

USE ELECTRONIC FILING TO BOOST SALES, CUT COSTS, AND IMPROVE SERVICE by Jack Fries If youre not paperless, your agency, employees, and especially your customers, are ...

Search Articles/Libraries 
Select a Category
Choose a Content Package