Why It’s Important to Create Meaningful and Reachable Goals Let’s start off with three simple questions. Do you think business planning is important? Do you have a business plan? If you answered no to question two, you are not alone. …
How to Apply the Laws of Nature to Life and Businesses Running a business is part of life. And life is subject to the laws of nature. Therefore, it is logical that business must also follow natural laws. Just think …
Price, Renewals, Cross Selling and More The weak economy and continued soft market still has a stranglehold on insurance agents. Most agents are doing a good job on retention. However, lower premiums (and commissions) coupled with lost accounts due to …
Create a Sales Playbook Imagine that you are the head coach of an NFL team and you are in the playoffs. Your team is down by nine points in the beginning of the fourth quarter. What is your next move? …
Why It May Be Worth Exploring Your Selling Options in 2010 Most people who sell their assets of any type, including the stock they own in an insurance agency, will be subject to a minimum of 5% more tax if …
Strategies to Take for 2010 and Beyond We are all familiar with the old saying “The only thing certain are death and taxes.” From where we stand right now in 2010 it is clear that we will be taxed, however, …
Agents Take Note of New Errors and Omissions Exposures The current economic turmoil is wreaking havoc across the board. Businesses are downsizing or going out of business. Families are suffering from lost jobs and financial woes. The insurance industry has …
Soft Market, Economy, Taxes and the Producer Dilemma on the Frontlines for Agents To be proactive, one needs to understand and exploit current and future trends. Most trends can be predicated by understanding recurring cycles and applying that knowledge to …
Many businesses have created a mission statement or company vision describing why they are in business and where they want to go. When properly crafted and incorporated, these statements are a guiding light for defining purpose and direction. But what …
Sales management is vitally important to the growth and survival of an agency. However, as important as it is, sales management does not have to be a full-time job in most firms. Often the task falls to an owner or …
