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CRM: THE 80/20 RULE by Patricia Czech Have you heard about the 80/20 rule of customer relationship management (CRM)? Many vendors and consultants are using this rule as a popular sales p...
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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...
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10-STEP REFERRAL PROSPECTING SYSTEM: SELLING/PROSPECTING/LEADS by Bill Cates You can create a steady flow of high-qual...
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AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...
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100 EASY WAYS TO BEGIN A SALES LETTER (Part Four) by Herschell Gordon Lewis 76. Quick: What if. . . We're really in the provocative neighborhood with this one, which hurls down an irresistible ga...
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A CORPORATE FOCUS ON RISK MANAGEMENT OR 'YOU DON'T KNOW WHERE YOU'RE GOING UNTIL YOU KNOW WHERE YOU'RE AT' by Alan Bland, AIIC OSHA, WHMIS, CERCLA, ERISA? What do they all mean? If you a...
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CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? ...
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CompleteMarkets Editor, IIABA Virtual University Faculty IIABA Virtual University Faculty
4/30/2013 10:36:58 PM
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CSR JOB TITLES by the IIABA Virtual Faculty For eons (it seems), the persons who directly serviced clients in the agency have been referred to as Customer Service Representatives (...
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THE 2011 ISO HOMEOWNERS: NEW AND IMPROVED Mary LaPorte The ISO updates to the HO policy took effect on May 1, 2011. The updates in the Homeowner coverage forms and related endorse...
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A BALANCED APPROACH TO MARKETING by Steve Anderson Just like you, each week I receive e-mails and read articles from different business and marketing experts. A common theme Ive no...