Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
IRI adds Lisa Plotnick as director of research
By Staff WriterThe Insured Retirement Institute (IRI) has hired Lisa Plotnick as its director of research.
January 12, 2011
The single most important step in asking for referralsWhen was the last time you did business with a person or company and they checked in with you later to see if you were a happy customer/client? It doesn't happen often.
January 12, 2011
More with LessA few days ago, New York Governor Andrew Cuomo announced his intent to fold the New York Insurance Department into a Department of Financial Services, ...
January 11, 2011
Parsonex to Sell Retirement Planning FranchisesParsonex Financial Services Inc. wants to sell retirement planning franchises to would-be franchise owners in the Southwest and Mountain States regions.
January 11, 2011
You are your habits: How to change the bad onesHabits are necessary. They free up your mind, so you can concentrate on how to survive day to day. Unfortunately, habits can also keep you locked in self-destructive patterns, which limits your success.
January 11, 2011
The 4 cornerstones of superior customer serviceThe only surefire way to keep a client happy is to consistently go the "extra mile" and exceed expectations.
January 11, 2011
Tale of the tape: Set goals and objectivesLaurence V. Plummer, LUTCF, believes that when he met Ray Calvert in 1984, his career completely changed for the better.
January 11, 2011
EBSA Schedules Fiduciary Definition HearingThe Employee Benefits Security Administration (EBSA) will hold a hearing on a proposed changed in the definition of the term "fiduciary" March 1 in Washington.