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

Find A Challenge And Improve Morale Today

This content has not been rated yet.

CMEditor
FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...

Whatever Happened To P-Commerce?

This content has not been rated yet.

CMEditor
Does the sterile anonymity of Internet-commerce and 1-800-BUY-THIS leave you a little cold? In this document, Emily Huling reminds us not to lose our human touch when conducting business in person. Her observations provide useful insights for anyone in your firm who interacts with clients.

How A Consultative Broker Produces Year-End Revenue

This content has not been rated yet.

CMEditor
HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...

Creative Customer Service Hours

This content has not been rated yet.

CMEditor
CREATIVE CUSTOMER SERVICE HOURS by Mary Beth Bolen Agencies have traditionally operated as other offices do. The Monday-through-Friday, 9-to-5 workday, designed for administrative operations, ...

Certificates Of Insurance: Best Practices

This content has not been rated yet.

CMEditor
CERTIFICATES OF INSURANCE: BEST PRACTICES by Curtis Pearsall Certificates of insurance have been around for a long time. So why, after all these years, are they causing such an uproar? At...

Internet Sales: Value Trumps Price

This content has not been rated yet.

CMEditor
INTERNET SALES: VALUE TRUMPS PRICE by Steve Anderson I regularly read and follow a number of blogs written by people outside the insurance industry. Seth Godin is one of those people. He ...

Document Everything!

This content has not been rated yet.

CMEditor
DOCUMENT EVERYTHING! by Grace Bauer Document every phone call, visit, and staff conversation - to, from, or about an insured or otherwise pertaining to a particular account. Whether ...

Contingencies: What's All The Hullabaloo?

This content has not been rated yet.

CMEditor
CONTINGENCIES: WHAT'S ALL THE HULLABALOO? by Rob Ekern The contingencies controversy can give agents a competitive advantage. If I had a thousand dollars for every pound of pape...

Employee Motivation: What Works

This content has not been rated yet.

CMEditor
EMPLOYEE MOTIVATION: WHAT WORKS by Chris Burand How do you motivate employees? Chris Burand has made several basic observations over the years about what works in this area a...

Agency Valuation, Mergers & Acquisitions: Is It A New Day?

This content has not been rated yet.

CMEditor
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...

Search Articles/Libraries 
Select a Category
Choose a Content Package