Agency Operations

In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?

The Wall Street Journal has taken an interest in some of the new(ish) insurance products now available such as “Active Shooter” policies, Tuition Insurance, and Cyber coverage.

The title pretty much says it all. Are you a “many” agent focused on the price-based easy sell or are you among the few who understand that insurance requires a consultative approach?

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 clients. Without clients, you have no business; likewise, without clients we would have nothing to laugh about.

Increasingly, agents are discovering that they have customers that they no longer want for one or more of many reasons. Maybe it’s a contractor that generates so much certificate of insurance activity that commissions can’t offset the cost to service the account. Other customers may have “personality” problems or present what agency management perceives as…

This article was a June 2003 Survey from Your “VUPoint”. Here are your opinions about “Certificate vs. Policy Limits”.

Yes, they’re failing… the DotComs are going under by the droves, and if you’ve been reading the news, you’re even LESS inspired than ever to build a web site, or to keep struggling to make your agency website succeed than ever before. Right? WRONG!! Here’s why….

Never in my wildest dreams did I think I would be able to tell people that I made $75,000 my FIRST YEAR actively selling insurance on the Internet. And it looks like the coming year will be even better. Through our web site, our small four person San Francisco family agency is selling an average…

When automobile claims come in we always talk to the insured about the benefits of self-insuring the loss if they can, but more and more we are seeing lawsuits being filed for claims sometime down the line. If the insured reports the claim to us (the agency) and we note their account, but they decide…

The #1 factor that distinguishes high from low producer production is goal setting. This article does not address the specific methodologies of goal-setting, but rather demonstrates how the goal-setting process can be used in a practical application. The figure of “50%” used in this illustration is arbitrary…each producer must establish a sales improvement goal that…