The Value of Off-Site Agency Strategic Planning Sessions
There Is Still Economic Pressure but Now Is The Time to Plan What would you think if we were to say one of the best ways to help your business is to take the day off? In fact, take two …
Value versus Price
Understanding Agency Value and the Sale Price Correlation When it comes to anything in life, there is value and there is sale price. Value is a theoretical term that has different meaning based on the underlying assumptions. The sale price …
Doing More With Less
Steps to Ease the Stress of Customer Service Reps in Today’s Tough Times When asked to list the major strengths of their agency, most owners usually include the agency’s quality of service to the client. In the typical agency, the …
The Worst Ways to Manage Producers
Top Mistakes People Make When Managing Sales Producers One of the most difficult things agency owners deal with is motivating, training and keeping good producers to help the agency grow. In our experience working with hundreds of agencies and sales …
What is your USP?
Become Outstanding Through Unique Selling Propositions You might have heard the saying, “Differentiate or die.” In the highly competitive world of insurance sales, the two primary ways insurance is sold is on relationships and price. To have long-term success in …
How to Improve Productivity in a New Economy
Agencies Must Stop Money Wasting Financial Leaks The economy is in the tank and so is the stock market. Thousands are unemployed and many people do not know where to turn. No one is setting up charities for insurance agents …
Renewal Strategies in Challenging Times
In today’s challenging times, retaining current agency business is more important than ever. Below are a few tips to help your agency retain its renewal business. Be Out There Early The producer needs to go see their clients at least …
The Art of Restructuring Your Agency in Difficult Times
Since the fall of 2008, the economy is still reeling from continuous hits to the head. The slump is taking a toll on businesses of all kinds around the country. All of our clients are feeling the impact; some more …
Time Management
10 Tricks of the Trade Time is the only resource we cannot recreate and we all have the same amount. How can you optimize your life by being “in control of time” rather than being “controlled by it?” Here are …
Developing a Sales & Marketing Plan
Part 2: Designing the Plan The first part of this two part series described the self-analysis of the agency’s book that must precede the development of an effective sales and marketing plan. This is accomplished by reviewing each producer’s book …
