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We initially created our first Dashboard Report for absentee owners and “virtual” managers of an agency who wanted to know (in two pages) “everything” that were going on in their…

Agents are often asked to place specific wording (frequently verbatim from a contract) in the “Description of Operations” field of the ACORD 25. Should/can you do this and, if so,…

The Affordable Care Act has permanently altered the health insurance industry and is a topic of tremendous importance to agents and brokers in all areas of insurance and financial advising.…

Most problems and complaints both outside and inside your company arise from poor communication. Poor communication most often results from either miscommunication or a lack of communication. This article identifies…

Can your little agency compete with the “big boys,” the direct sales organizations that have billion dollar advertising budgets? Yes! In this article, customer service expert Shep Hyken gives you…

Many agents with successors in place are not so sure that their successors can manage the business as well as the older agents or sufficiently enough to assure the older…

We are all aware of the human tragedy involved in the landslide which buried homes in Darrington, Washington in March 2014. From the perspective of our industry, the first question…

“There is hardly anything in the world that some man cannot make a little worse and sell a little cheaper, and the people who consider price only are this man’s…

An insured stores activated gift cards worth several million dollars in a warehouse. The commercial property insurer says they’re not covered because they’re “evidences of debt” and the same as…

If you read my last article you read a list of customer service tips that anyone can put to use immediately. This is the second half of the list of…