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...tatus. State regulators require security deposits of qualified self-insureds ... In some cases, the proper form of security offsets the impact of a policyhol...

... ! Many resources are available to help you run your agency. Call a local, state, or national insurance association if you have a question. Contact automation vendors to learn how to make your agency management system work for you. Turn to your insurance companies. And consulting firms can help, too - just make sure to follow-up. Grace Bauer helps insurance agencies put together customized procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at The Grace Bauer Group, P.O. Box 08121, Fort Myers, FL 33908, (800) 896-4226, fax (239) 489-1525, e-mail [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to ... , then companies are willing to help even more. Call them! Insurance companies will help in many ways, such as marketing programs, financing, the purchase of automation systems, yearly renewal letters, account rounding resources, and special mailings. I'm sure I'm just scratching the surface. Tell them what you can do for them, and ask them specifically what they can do for you. CONSULTING FIRMS Consultants are here to stay, but you might be reluctant to use one. Why should I contact a consulting firm? ABC Co. used one two years ago, and nothing happened. Ask ABC why they brought in the consulting firm, what the firm promised - increased efficiency, more business? - and what program or result the firm implemented. Finally, ask the most important question: ...

... Management Resources & Links Categories Popular Recent All Back How A Consultative Broker Produces Year-End Revenue 4/30/2013 12:00:00 AM by CompleteMarkets Editor , C.R. Ekern This content has not been rated yet. Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, Thanksgiving!) . Here's what you can do now to secure January 1 renewals and new business. Many brokers spend September trying to get activity going. October and November are taken up with gathering information. All of this builds up to a December spent in beating up underwriters and bidding or quoting new business. The usual result? A holiday season that's a blur. There are many Christmas dinners that I barely remember. Before I became a consultative broker ... reading right now and write them down. Take inventory of your client knowledge. What information do you have about these accounts? For new accounts, if the X-date is all you know, you only have fool's gold. For current accounts, are you familiar with such issues as client financial concerns, business expansion plans, and changes in buying style? Establish value. Identify three ways that your firm has been of value- outside of the commodity and price arena- to each existing client during the past 18 months. These should be ways in which your organization provided resources and expertise that reduced the client's cost of risk, which can be measured in many ways other than premium. Now comes the tough part: Demonstrate your value now, not in December. Remember, on a large ...

...event of death or disability, most firms have a buy/sell agreement funded by L...

...onic mail addresses Social security numbers Medical record numbers...liance Maintenance. Conduct ongoing security audits, monitor changes to regula...

... they can do for you. CONSULTING FIRMS Consultants are here to stay, but yo...r insurance companies. And consulting firms can help, too - just make sure to ...

... MISSION STATEMENT To achieve security and prosperity for our clients and o...and profitability for the continued security of our clients and employees. ...

...formation on the site.   SECURITY POLICY   Encryption and computer security policies should specify how e-mail a...TION POLICY   Your document security and retention policy should cover...

... x No Thanks Loading.. How A Consultative Broker Produces Year-End Revenue 4/30/2013 by CompleteMarkets Editor , C.R. Ekern This content has not been rated yet. Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, Thanksgiving!) . Here's what you can do now to secure January 1 renewals and new business. Many brokers spend September trying to get activity going. October and November are taken up with gathering information. All of this builds up to a December spent in beating up underwriters and bidding or quoting new business. The usual result? A holiday season that's a blur. There are many Christmas dinners that I barely remember. Before I became a consultative broker, my entire focus during the last two weeks ... reading right now and write them down. Take inventory of your client knowledge. What information do you have about these accounts? For new accounts, if the X-date is all you know, you only have fool's gold. For current accounts, are you familiar with such issues as client financial concerns, business expansion plans, and changes in buying style? Establish value. Identify three ways that your firm has been of value- outside of the commodity and price arena- to each existing client during the past 18 months. These should be ways in which your organization provided resources and expertise that reduced the client's cost of risk, which can be measured in many ways other than premium. Now comes the tough part: Demonstrate your value now, not in December. Remember, on a large ...

Cybersecurity: Opportunities For Agents
CYBERSECURITY: OPPORTUNITIES FOR AGENTS by G. Edw.... Agents who learn more about CyberSecurity and establish relationships with network security firms that offer cyber-risk assessment a...