Part 1: Setting Your Course It is that time of year again; time to develop the firm’s annual sales and marketing plan. This is an essential element of strategic planning. Many carriers want to meet with the agency owners to …
How to Keep Problems From Turning Into Claims We have all had experiences in our lives where we look back and realize our very life was almost extinguished. If not for the difference of a few seconds or inches this …
How to Use Surplus Lines Brokers and Managing General Agents Recent estimates show that about one third of all commercial risks in the United States are placed in an “alternative market.” As producers already know, many general accounts no longer …
Agents Must Expand Their Technology Horizon to Exploit the ‘Value Gap’ MarketScout presented its second eInsurance Symposium in Dallas, Texas, in September 2008. The symposium was preceded by hurricane Ike by a day and then the conference was held during …
How to Create a Fast, Effective One-Page Agency Plan The fall is a good time to plan for the New Year by reflecting on how the agency has been operating over the past year. Operations may need to be restructured …
10 Common Agency Woes and How to Fix Them The typical agency has at least a few persistent problem areas that never quite go away. At best these issues are addressed but not completely fixed. At worst, they are not …
Systematic Processing Allows Producers to Do What They Do Best … Sell Catherine recently had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John Dearborn was recommended by two of our clients that have had …
Catherine recently attended a CIC Ruble seminar on Sales & Marketing in San Diego, Calif. The instructors were all very good and their information was timely and useful. We thought we should highlight the great sales and marketing ideas for …
Family businesses can be a blessing or a disaster. The root of a well-run family business is grounded in treating it like a business, not as an extension of the family. Here are 10 guidelines for successful family businesses practice. …
Hiring employees is a process crucial to the success of a business. Finding and keeping a good producer is even more crucial, since that person is responsible for growth in new sales. Therefore, the right selection and retention of a …
