Agency Operations

If you believe that purposely and specifically planning your business efforts to assure your success is a viable way of operating your business, if you would like a larger, more…

A small agency has two support staff, one a 23 year veteran and the other a friend of that CSR’s who was hired 4 years ago. The agency owner believes…

The average productivity in insurance agencies has risen to more than $100,000 (measured in terms of revenue per employee). Yet we still encounter many agencies whose revenue per employee is…

Retaining your good producers and losing your bad ones increases your agency growth and profitability without any other changes needed. Adding more good producers and avoiding bad producers can add…

Understanding the five basic insurance agency personality types can help an agency principal or manager hire the right person and properly motivate existing personnel, thus achieving optimum performance. The five…

How many of us were told to keep practicing if we wanted to be good at sports, instruments, dancing, singing, golf, etc.? Whether it was our mothers, our coaches, or…

The greatest problem for most agency managers lies in the area of management of employees and employee relationships. Even the most enlightened agency managers tend to take their employees for…

Have you developed a strategic plan then hit a wall, ready to throw up your hands in defeat? What has typically happened is that you are discovering the difference between…

I was recently contacted by a smart young agent who had come into the business through his father, learned the trade, and received a promise of financial backing for the…

A few generations ago the three “R’s” — Reading, ‘Riting and ‘Rithmatic were the keys to education and success in the business marketplace. While these are still important (and rarer…