Management
INSURANCE NETWORKS: IT’S ABOUT SCALE
Are networks the distribution channel of the future? While the debate about online insurance sales versus in-person agents isn’t particularly...
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...
