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COMMUNITY INVOLVEMENT CHECKLIST: Organi...liver them to needy families in the community; Provide the elderly with te...

...implementing a massive, medical, community-wide computer system. Aside from th...ology with their operations and the community as a whole. In other words, they...

...m with a marketing edge in their community. Every so often, we see a unique an...op an opportunistic eye within your community. Conduct a brainstorming session...

...m with a marketing edge in their community. 'Every so often' became a reality ...evelop an opportunistic eye in your community. Brainstorm with staff members a...

...their favorite charities and the community? Agents also help themselves and th... personal insurance business of key community figures often is tied to such or...

... DUGGAN INSURORS P.O. Box 71628 2301 Dawson Road Albany, Georgia 31707-0031 Fax (912) 435-3036 Over 40 Years of Protecting the Southeast MISSION Cannon, Powell & Duggan is a professional, innovative sales and service organization, developing and marketing superior insurance, travel, and related products. VISION We are dynamic and people-oriented, committed to the growth, prosperity, and enrichment of employees, clients, and community. TABLE OF CONTENTS Five Year Master Strategies Five Year Agency Objectives Five Year Functional Strategies Accounting/Financial Automation Human Resources Sales/Marketing Public Relations Service Five Year Departmental Strategies Commercial Lines Personal Lines Employee Benefits Travels FIVE YEAR MASTER STRATEGIES (July 1, 1997 - June 30, 2002) The overall strategies for this five-year period is to focus on the following: Total quality management Acquisition/merger ... Commitments Continue to be active in community through organizational membership. EMPLOYEE BENEFITS Profitability- 30% before taxes, after expenses. Market Growth Once a quarter have a Life Insurance guest speaker at sales meetings to encourage cross selling. Encourage and participate in cross selling by referring two to three prospects from our department weekly. Through existing business, achieve the following: Solicit policy holders for cancer expense plans and hospital indemnity Use direct market with special brochures Offer coverages that offset the deductibles. Use the direct market approach Utilize our existing group business as they raise their deductibles. Use this coverage to offset out of pocket expenses for employees Improve advertising and marketing; utilizing Agency Resources. Institute monitoring for new calls. Producers should make five new contacts a week. These should be cold, visual contacts. Weekly ...

... DUGGAN INSURORS P.O. Box 71628 2301 Dawson Road Albany, Georgia 31707-0031 Fax (912) 435-3036 Over 40 Years of Protecting the Southeast MISSION Cannon, Powell & Duggan is a professional, innovative sales and service organization, developing and marketing superior insurance, travel, and related products. VISION We are dynamic and people-oriented, committed to the growth, prosperity, and enrichment of employees, clients, and community. TABLE OF CONTENTS Five Year Master Strategies Five Year Agency Objectives Five Year Functional Strategies Accounting/Financial Automation Human Resources Sales/Marketing Public Relations Service Five Year Departmental Strategies Commercial Lines Personal Lines Employee Benefits Travels FIVE YEAR MASTER STRATEGIES (July 1, 1997 - June 30, 2002) The overall strategies for this five-year period is to focus on the following: Total quality management Acquisition/merger ... Commitments Continue to be active in community through organizational membership. EMPLOYEE BENEFITS Profitability- 30% before taxes, after expenses. Market Growth Once a quarter have a Life Insurance guest speaker at sales meetings to encourage cross selling. Encourage and participate in cross selling by referring two to three prospects from our department weekly. Through existing business, achieve the following: Solicit policy holders for cancer expense plans and hospital indemnity Use direct market with special brochures Offer coverages that offset the deductibles. Use the direct market approach Utilize our existing group business as they raise their deductibles. Use this coverage to offset out of pocket expenses for employees Improve advertising and marketing; utilizing Agency Resources. Institute monitoring for new calls. Producers should make five new contacts a week. These should be cold, visual contacts. Weekly ...

... DUGGAN INSURORS P.O. Box 71628 2301 Dawson Road Albany, Georgia 31707-0031 Fax (912) 435-3036 Over 40 Years of Protecting the Southeast MISSION Cannon, Powell & Duggan is a professional, innovative sales and service organization, developing and marketing superior insurance, travel, and related products. VISION We are dynamic and people-oriented, committed to the growth, prosperity, and enrichment of employees, clients, and community. TABLE OF CONTENTS Five Year Master Strategies Five Year Agency Objectives Five Year Functional Strategies Accounting/Financial Automation Human Resources Sales/Marketing Public Relations Service Five Year Departmental Strategies Commercial Lines Personal Lines Employee Benefits Travels FIVE YEAR MASTER STRATEGIES (July 1, 1997 - June 30, 2002) The overall strategies for this five-year period is to focus on the following: Total quality management Acquisition/merger ... Commitments Continue to be active in community through organizational membership. EMPLOYEE BENEFITS Profitability- 30% before taxes, after expenses. Market Growth Once a quarter have a Life Insurance guest speaker at sales meetings to encourage cross selling. Encourage and participate in cross selling by referring two to three prospects from our department weekly. Through existing business, achieve the following: Solicit policy holders for cancer expense plans and hospital indemnity Use direct market with special brochures Offer coverages that offset the deductibles. Use the direct market approach Utilize our existing group business as they raise their deductibles. Use this coverage to offset out of pocket expenses for employees Improve advertising and marketing; utilizing Agency Resources. Institute monitoring for new calls. Producers should make five new contacts a week. These should be cold, visual contacts. Weekly ...

... DUGGAN INSURORS P.O. Box 71628 2301 Dawson Road Albany, Georgia 31707-0031 Fax (912) 435-3036 Over 40 Years of Protecting the Southeast MISSION Cannon, Powell & Duggan is a professional, innovative sales and service organization, developing and marketing superior insurance, travel, and related products. VISION We are dynamic and people-oriented, committed to the growth, prosperity, and enrichment of employees, clients, and community. TABLE OF CONTENTS Five Year Master Strategies Five Year Agency Objectives Five Year Functional Strategies Accounting/Financial Automation Human Resources Sales/Marketing Public Relations Service Five Year Departmental Strategies Commercial Lines Personal Lines Employee Benefits Travels FIVE YEAR MASTER STRATEGIES (July 1, 1997 - June 30, 2002) The overall strategies for this five-year period is to focus on the following: Total quality management Acquisition/merger ... Commitments Continue to be active in community through organizational membership. EMPLOYEE BENEFITS Profitability- 30% before taxes, after expenses. Market Growth Once a quarter have a Life Insurance guest speaker at sales meetings to encourage cross selling. Encourage and participate in cross selling by referring two to three prospects from our department weekly. Through existing business, achieve the following: Solicit policy holders for cancer expense plans and hospital indemnity Use direct market with special brochures Offer coverages that offset the deductibles. Use the direct market approach Utilize our existing group business as they raise their deductibles. Use this coverage to offset out of pocket expenses for employees Improve advertising and marketing; utilizing Agency Resources. Institute monitoring for new calls. Producers should make five new contacts a week. These should be cold, visual contacts. Weekly ...

...Every business operates within a community: local, regional, or national. Most...te philosophy of giving back to the community. Do you? I'm not just talking ab...