Agency Management

10 Warning Signs of Business Crisis

General Jimmy Doolittle once said, “The problem with Americans is that we’re fixers, rather than preventers.” In this article, Al Diamond shares 10 Warning Signs that can signal problems in…

Are You a ‘Bus Driver’ or a Business Owner?

Why are you in the insurance industry? Are you a ‘bus driver’ or a business owner? It is estimated that 75% of the 40,000 remaining agencies have revenues less than…

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Management Reports Critical to Your Agency

As we approach a new year, I would like to offer agents a Management Information System (MIS) designed to educate managers and inform agency owners. Knowledge of critical information permits…

Time Management for Insurance Agents

The smartest agents get a lot done, make a good living AND still have free time for family and community. Agents who are consumed by their business role tend to…

Person Marking Excellent Checkbox On Customer Service Satisfaction Survey Form

Are You and Your Clients Ready for a Pandemic?

We’ve been hearing about it for months now, about the allegedly very real possibility of a worldwide pandemic. Is the threat for real? And, if so, what have you done…

Human Resources

This section of the VU offers tips, techniques and legal caveats that you can follow during the hiring process. Also discussed employee relations, licensing and more. Talent Recruitment and Development…

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3 Tips for Motivating Employees

It’s tough to motivate employees to consistently create the kinds of positive customer experiences that lead to customer loyalty. It’s like customer care; you can’t “mandate” motivation any more than…

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Building Better Partnerships

Unjust rewards are the #1 issue of contention in the partnership disputes I’ve witnessed. In most situations, at least one partner believes his efforts are not being duly recognized (financially…

Heart and a couple in love. The concept of family problems and loss of feelings for your loved one. Consultation family psychologist. Rupture / divorce. Recovery of the old feelings

Optimizing Your Mailstream to Gain Customer Loyalty

Customer acquisition and retention, and high direct mail costs are pressing issues that independent insurance agents and brokers face today. In addition, new and existing players in the virtual and…

Circle of people interconnected by curves lines. cooperation, teamwork, training. Collaboration and cooperation, participation. Social connections, joining to solve tasks. Staff, community meeting

Customer Care and Employee Care Go Hand in Hand

Creating an environment where both customers and employees want to pledge their loyalty is a function of good planning as much as good intention. As companies compete for qualified personnel…

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