https://completemarkets.com/Article/article-post/1324/GENERAL-CUSTOMER-QUESTIONNAIRE/
...r than 10 years ___ never Business Protection: ___ within 1 yr. ___ 1 t..._ Types of Cars Use (pleasure, business) 1.____________________ _______...
https://completemarkets.com/Article/article-post/259/Establishing-Agency-Value/
...ermined by the agency’s book of business value and the agency’s tangible assets.
Book of Business Value
The book of business value is the value of the agency’s ...ble assets to the agency’s book of business value. The total equals the agenc...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/762/Agency-Profitability-Audits-Lead-To-Greater-Success/
... producer. As if that weren't enough, the only people who were trained to use the agency's brand-new computer system left the agency on the system's first live day of operation, before completing the data-conversion process. Needless to say, this was the greatest challenge of my business life. However, not only did the agency and I survive, but by the end of 1998, income had grown by 10%, while the agency's value increased by more than 20% . How did we accomplish this goal? Most important to our ... 30/2013 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content has not been rated yet. Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products. The agency had just been terminated by its primary carrier, which accounted for 82% of its income and 7,000 clients. The agency had also just lost ... , build its value, and improve customer relations by employing the AUDIT. Jack Fries can be reached at Fries & Fries Consulting, 907 Stewart Place, Morgantown, WV 26505, (304) 598-2995, fax (304) 598-3245, E-mail [email protected] , or Web site www.jackfries.com . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole ...
https://completemarkets.com/Article/article-post/760/Creating-Your-Business-Plan/
Creating Your Business Plan
What you want will only get ... writing and implementing an agency business plan will certainly boost your pr...
https://completemarkets.com/Article/article-post/762/Agency-Profitability-Audits-Lead-To-Greater-Success/
...was the greatest challenge of my business life. However, not only did the agen...veryone knows that you can't take one golf lesson and then join the PGA. It ta...
https://completemarkets.com/Article/article-post/631/The-Seven-Habits-Of-Highly-Effective-Insurance-Agencies/
...ure their long-term personal and business success.
That is a pretty str...who work 24 hours a day, then play at golf as if it, too, was work. Covey asks...
https://completemarkets.com/Article/article-post/2321/Producers-Why-Aren%E2%80%99T-You-Doubling-Your-Income/
...rs --Why Aren’T You Doubling Your Income?
Last week I was at a regional me... spend your time and the higher your income. Again, no problem! So how do you ...
https://completemarkets.com/Article/article-post/2118/IM-GOING-GOLFING-PLEASE-TAKE-CARE-OF-THIS/
...t against the agency for loss of business income. A cancelled account calls a CS...
https://completemarkets.com/Article/article-post/854/11-Ways-To-Get-Your-Marketing-And-Sales-Strategies-To-Backfire/
...re
There's nothing better for business than a booming economy. Unfortunatel... because of the potential of the fee income.
On the surface, it appears that '...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/764/Agency-Profitability-Audits-Lead-To-Greater-Success/
... the audit to virtually all aspects of its operation. Areas to audit include: computer data and usage, sales and marketing, agency procedures and policies, communications and Internet usage, customer service, agency image, advertising, financial analysis and forecasting, and the agency business plan. Many of these aspects are interrelated, and some will also lead to auditing other areas of operations. To analyze your agency data, you must first collect it. Using the agency's management system will provide much of this information – but by ... responsibilities for these tasks, and set deadlines. This needs to be a highly systematized approach. Understand the Agency's Objective Understanding your agency objectives seems simple enough. Most agency owners have mental pictures of their objectives: growing the value of their business and building their personal income. Although these are laudable goals, few agency owners attain them primarily because they seldom invest in the effort needed to reach their target. Your challenge is to identify the interim steps to accomplish this task. The next objective is to determine your agency's assets and ... & Fries Consulting, and our associates now provide in-house assistance in applying the Agency Profitability Audit. If you'd like a FREE Agency Needs Analysis, which will determine if you would benefit from our services, contact us at (859) 441-4528 or e-mail us [email protected] . After completing the Agency Needs Analysis, we'll provide a full disclosure of the services provided and their cost. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you ...