https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2000/AGENCY-TEAM-BUILDING/
... with one another. They need to, because Commercial accounts can become Personal accounts, and vice versa. Almost all accounts have the potential to become Life, Health, or Group accounts. Opportunities exist to benefit the agency as well as the insured, but only if departments cooperate. If an opportunity exists with another department, take the initiative and tell the people in it. There should be cross-selling between all departments. If you think improvements can be made in this area, bring it up at your next departmental staff meeting. AGENCY MEETINGS Regularly scheduled meetings-for departments and for the entire agency-provide the most effective way to communicate important information to all those who need to know it. This method not only passes new information to those who will use it the most, but provides an opportunity to discuss all of its applications. How will the new information affect the way your agency does business? What will be the effect on customers? Will the information require a change in the way you do business? All these questions and more should be addressed during the agency meetings. If new procedures are required by the change or new information, discuss them during the meeting. All those in attendance should have the opportunity to ask questions and clarify issues. This forum also gives the attendees a chance to discuss how the department or agency can function better, given the information being presented. Discussion may lead to a decision to try something unique and better suited to specific agency operations. Here are guidelines for meetings, both departmental and agency-wide: Departmental Meeting Agenda (scheduled weekly or monthly) Review ...
https://completemarkets.com/Article/article-post/2000/AGENCY-TEAM-BUILDING/
...he information being presented. Discussion may lead to a decision to try somet...itions to current procedures Discussion of current procedures Pe...
https://completemarkets.com/Article/article-post/2023/HOW-TO-BUY-SELL-MERGE-OR-PERPETUATE-AN-AGENCY-INTRODUCTION-%E2%80%93-PART-IV/
...commend starting with a general discussion of the items above. SET THE BASIC ...8221;). LETTER OF INTENT If your discussions succeed, the culmination of thi...
https://completemarkets.com/Article/article-post/1865/COVENANTS-NOT-TO-COMPETE/
...e a part of the sales contract, discussions about it should take place as earl... basis and took place early in the discussion of the sale. The absence of discussions of a covenant not to compete du...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/115/The-Power-Of-Goals/
... Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back The Power Of Goals 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. Do you feel that you're getting 100% out of each employee in the office? When talking to agency principals, it's very rare to hear them say that all of their employees are always giving 100% every day. Grace Bauer discusses the power of goals, for your employees and for your agency, in this document. Let's try an experiment. Start talking to employees about their goals. Discuss agency goals. Compare employee goals against agency goals. Implement programs to attain agency goals through employee goals. Then, watch them work together. START TALKING TO EMPLOYEES Ask employees about their goals; not necessarily their professional goals (where they'd want to be within the agency in a year or two), but where they'd like to be in their lives in the next five to 10 years. What would they like to see happen? Would they like to be in a new home? Would they like to start a family? Would they like to plan a trip of a lifetime? Would they like to go to ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1865/COVENANTS-NOT-TO-COMPETE/
... sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Covenants Not To Compete 4/30/2013 10:41:58 PM by CompleteMarkets Editor , E.J. Leverett, Jr. This content has not been rated yet. 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 agreement is signed that limits the rights of the seller to compete with the buyer of the agency. These covenants not to compete have serious tax and legal implications, which are not discussed in this article. The sale of an agency is a complex transaction, and the allocation of the purchase price to the various segments of the sales contract increases the need for careful negotiation. Any sales contract should include a specific dollar figure allocated to goodwill, fixed assets, the book of business (expirations), and the covenant not to compete. How these allocations are made in the contract have considerable impact on the taxes owed by the buyer and the seller, and consequently on the agency's value. Each of these allocations could be the subject of a separate article; this article is concerned only with the allocation and enforceability of the covenant not to compete. DEFINITION A covenant not to compete (sometimes referred to as the noncompetition agreement') is, in essence, an agreement ...
https://completemarkets.com/Article/article-post/1170/SOFT-MARKET-DISCUSS-COST/
... x No Thanks Loading.. Soft Market - Discuss Cost 4/30/2013 by CompleteMarkets Editor This content has not been rated yet. SOFT MARKET - DISCUSS COST Dear (Customer Name): Thank you for the expiration date of your ( ) insurance. We can't promise your company will save money, but experience has shown that there are many other opportunities for savings in insurance protection. We can promise the following: To provide the best possible protection of your assets To make sure every insurance dollar you spend provides the most protection, while eliminating duplication of coverage and wasted premium dollars To eliminate or reduce risks In addition, (Your Agency Name) risk managers provide a steady stream of fresh ideas to help you maintain constant appraisals of your insurance program. We think we can provide a competitive alternative to your present agent. We will call you about 60 days before your insurance expires for an appointment. Sincerely, 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 lot of time & money when you use our directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and ...
https://completemarkets.com/Article/article-post/472/Online-Education-For-Risk-And-Insurance-Professionals/
...rse materials and exams
Discussions: students’ bulletin board forum fo...he latest assignments, and join in discussion groups to reap the full benefits...
https://completemarkets.com/Article/article-post/1735/Hints-From-Hales-What-Is-In-A-Business-Plan/
...out. This section may include a discussion of the state of your technology if ... revenue from year to year.
Discussion of changes in expenses. Include a brief discussion of how and why summary-expense c...
https://completemarkets.com/Article/article-post/1864/COVENANTS-NOT-TO-COMPETE/
...e a part of the sales contract, discussions about it should take place as earl... basis and took place early in the discussion of the sale. The absence of discussions of a covenant not to compete du...