Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
‘Tis the Season…for Customer Reviews
By Jonathan FarringtonClient review meetings can help you finish the year strongly, get a jump on the competition and gain some new business.
November 10, 2011
Develop a Plan to Block the Noise and VolatilityRichard Dragotta says that one of the keys to developing a great advisor-client relationship is by developing an overall financial plan that will weather the storms.
November 10, 2011
Illustrating Man: Adviser Gaining Fame as Sketchy Character (InvestmentNews)Carl Richards, who runs Prasada Capital Management in Park City, Utah has found a new method for making complex financial principles understandable to the layman -- illustration.
November 10, 2011
Consumer Watchdog Files Health Rate Justification Initiative in CaliforniaAll parties grapple with rising healthcare costs passed to consumers, with some demanding justification for rates under penalty of perjury, and others saying, "Just put down that butter pecan ice cream and take a walk." Will that solve our problems?
November 10, 2011
Accenture Survey: Insurers’ Aspirations Exceed Current Levels of Customer ServiceInsurers individually invested $30 million, on average, in analytics and mobile capabilities over the past three years, and plan to increase investment to improve customer service, Accenture reports.
November 09, 2011
Why Your Marketing Campaign Isn’t WorkingNext time you develop a marketing plan, make sure its effective when the rubber meets the road.
November 09, 2011
Seniors Give Their Advisors a Passing GradeHave you wondered what your senior clients think about the job youre doing? We reached out to retirees and got their thoughts about their advisors.
November 09, 2011
Fraud Timed to Reform (Chicago Tribune)As we move toward January 2014 and the Affordable Care Act's full implementation, officials are bracing for another round of medical identity theft schemes.