3 Sales Measurements Every Agent Must Understand
If it’s not measured, it can’t be managed. Every agent and agency must be able to measure specific sales ratios to effectively plan for the future. Two commonly measured ratios…
Agency Management
Service Centers – An Update
Service centers make a lot of sense from a financial standpoint except it will take as many as five years for your clients to stop calling YOU and start calling…
Purposely Getting Rid of a Customer
Life is too short to deal with customers who are unpleasant, rude or just plain mean. These individuals add nothing to your day and ultimately lower the moral of the…
Agency Resource – Downloadable ‘Agency-Customer eDelivery Agreement’ Template
ACT has worked with the Big ‘I’ national general counsel to create an ‘Electronic Delivery Consent Form’ template agencies can download and use. This was initially developed to cover when…
IIABA/ACT ‘Agency Website Privacy Policy’
Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT…
Disgruntled and Gruntled Clients
Agents live and work in a wondrous world. Everyday offers opportunities, some taken, and some missed. But the most entertaining part of any agent’s day is their interactions with their…
3 Questions That Measure Your Professionalism
About the time you become satisfied with your knowledge level, figuring you know all there is to know, you become a danger to yourself and everyone else. For example, the…
Fast – High Quality – Cheap: You Can Have Any Two – Which Would You Choose?
If something is HIGH QUALITY AND CHEAP it will inevitably take longer to accomplish. And if something can be delivered FAST AND CHEAP, it will likely not be the quality…
Apples-to-Apples Agents – Please Don’t Be One
First, you should never “quote” a policy; and second, you should never propose coverage that only matches what the insured had previously. If all you provide is an “apples-to-apples” proposal,…
The Great Bad Faith Myth
Randy Maniloff, an attorney and insurance expert, discusses what is really required before a carrier can be found guilty of bad faith. The threshold for bad faith is more than…
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