Management
VIRTUALIZATION: BECAUSE RELATIONSHIPS MATTER
Agencies use virtual team members for back-office tasks to free up time for office professionals to handle customer-facing activities For...
PROSPECT RESEARCH EVALUATION PROGRAM (PREP): ADDING DISCIPLINE, STRATEGY, AND ENERGY TO YOUR PROSPECT PIPELINE SYSTEM
Beyond Insurance Turn your raving fans into a high-powered prospecting team As I travel the country meeting with agencyprincipals and...
HOW TO HOLD THE BEST OFFICE HOLIDAY EVENTS THIS YEAR
The Innovative Workplace Party planning tips for a safe and successful celebration season Feeling like Scrooge and saying “Bah humbug”...
FUNDING A DEAL
Acquisition Acumen It’s important to make sure financing is in place before approaching a potential acquisition target Developing strategy, originating...
YES, WE CAN DO THAT—AND HERE’S WHAT WE NEED FROM YOU
Customer Service Focus Making the client an active participant in effective customer service Independent insurance agents certainly under- stand the...
