https://completemarkets.com/Article/article-post/1947/BANKS-INVESTMENT-FIRMS-AND-INSURANCE-AGENCIES-ITS-THE-CULTURE/
... market opportunities. Solve the cultural mysteries before focusing the united...
https://completemarkets.com/Article/article-post/340/Agency-Perpetuation-Agents-Must-Go-Back-To-The-Drawing-Board/
...ese:
The first is a candid assessment of the retirement needs and objecti...ur use, once a thorough and candid assessment has been made.
And let me also s...
https://completemarkets.com/Article/article-post/2042/HIPAA-AND-SMALL-GROUP-HEALTH-PLANS/
...ortionsThis should include risk assessments and clearly articulated reasons wh...on. After completing the readiness assessment, you’ll need to identify t...
https://completemarkets.com/Article/article-post/1050/MEASURING-SUCCESSFUL-TRAINING/
... I continually ask myself, "How can I tell if training has worked?" With many variables affecting agency results — fluctuating premiums, carriers' underwriting appetites, commission adjustments, employee turnover, technology upgrades — how can management determine if improvements come as a result of training or would have happened anyway? &# 160 Although it's hard to pinpoint the effect of specific training programs, agencies whose cultures focus on learning enjoy consistently above-average results. For them, continuing education classes aren't just a line item on a performance review. These agencies consider learning, knowledge retention, and skill application as integral elements of their agency culture and business plan. &# 160 Here's a checklist of criteria that you can use to measure the effectiveness of your agency's education initiatives: &# 160 Productivity.& ... x No Thanks Loading.. Measuring Successful Training 4/30/2013 by CompleteMarkets Editor , Emily Huling This content has not been rated yet. MEASURING SUCCESSFUL TRAINING by Emily Huling &# 160 Although the result of staff training isn't always tangible, there are ways to gauge its effects. Emily Huling tells you how to assess your return on employee training and, if necessary, make changes to make it more effective. &# 160 Since my business is people development, as well as productivity and profitability improvement, I continually ask myself, "How can I tell if training has worked?" With many variables affecting agency results — fluctuating premiums, carriers' underwriting appetites, commission adjustments, employee turnover, technology upgrades — how can management determine if improvements come as a result of training ...
https://completemarkets.com/Article/article-post/220/Are-You-Prepared-For-The-Future-Its-Here/
...to your chosen option, and your assessment of your resources must be rigorous ...
https://completemarkets.com/Article/article-post/1981/DESIGN-YOUR-OWN-FUTURE/
...vision into reality. PHASE I: ASSESSMENT Having a clear picture of who you ... facilitator to help you with the assessment and an off-site meeting to pull ...
https://completemarkets.com/Article/article-post/314/Banks-And-P-C-Insurance-Agencies-Reality-Check-%E2%80%94-Part-I-Do-Your-Due-Diligence/
...in this series will focus on the cultural issues of integrating bank and agenc...
https://completemarkets.com/Article/article-post/787/Business-Continuity-Planning/
... could occur.
BCP SELF ASSESSMENT
IF YOU ANSWER 'NO' OR 'NOT...
https://completemarkets.com/Article/article-post/1997/GROW-REVENUES-OR-SHRINK-EXPENSES-HOW-TO-IMPROVE-AGENCY-PROFESSIONALISM/
... of any new business transaction (" nothing happens until somebody sells something"), it's essential for them to embrace the automation solutions available. Until producers agree to use the agency management system, it will be difficult to implement automation fully. Integration of acquisitions can challenge many buyers. After a purchase closes, obstacles to tackle include: (1 ) consolidating operations; (2 ) blending the cultures of the two organizations; and (3 ) clarifying and communicating the chain of command. Although consolidation is usually the easiest to achieve and will yield the largest boost to the bottom line, many organizations try to blend the cultures and establish reporting relationships before they consolidate. This approach doesn't work as well. When making an acquisition, be prepared to make the tough decisions — or don't do ... at their books on a regular basis and be ready to shed unprofitable business. When reviewing your book, first look at the average net revenues that a client sale generates, and then examine the work required to service this type of client. Hopefully, you'll be pleasantly surprised. If not, ask yourself why you're writing this class of business. Be aware of the entire client relationship while you assess the profitability of writing for a certain market. If you're servicing a client as an accommodation for other business opportunities, review the profitability of the entire client relationship, not just a single product. Profitable revenue growth should be the main focus of agent and broker activities. Look to create a workforce that's driven by profit, not just sales. Define, communicate, and monitor your organization's goals ...
https://completemarkets.com/Article/article-post/764/Agency-Profitability-Audits-Lead-To-Greater-Success/
... action. Begin with a realistic assessment of the agency personnel. Grade each...