Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Are you a Client Relations Management expert?
By Richard BerryComputers ... you either hate them or you love them. Client Relations Management (CRM) software is critical to effectively conducting seminars and converting prospects to customers. There are numerous systems available, from simple spreadsheets
February 01, 2009
How Writing a Book Can Help Agents Stand out in a Shrinking MarketInformation is the lifeblood of any business. The insurance industry is no different. Customers either tune in or tune out based on the authenticity of the message. Sending a consistent and relevant message to consumers is critical in this modern
February 01, 2009
The positive power of alliancesAs the erratic financial markets continue to consume the investing public's attention, it becomes especially important for advisors to use innovative ways to build their businesses. Advisors may not recognize that the ever-evolving world of
February 01, 2009
Beyond Live Seminars: An Agent's Guide to Creating CDs, DVDs, Podcasts, and Streaming VideoToday more than ever, offering educational programs to your prospects can make all the difference between losing clients and gaining them. You can gain high returns from a modest investment of money, time, and energy. Whether you choose to conduct
February 01, 2009
The Right MixPlanning for the orderly distribution of a client's assets, balancing the need for control and income while minimizing taxes to be paid to Uncle Sam are fundamental objectives of any estate plan.
January 31, 2009
Hot prospects begin by getting your act togetherQ: I need help with prospecting so I can get more qualified LTC prospects in the pipeline. Can you provide some suggestions? A: Prospecting is a very important part of the LTC sales process. For best results, it must be ongoing so that we can
January 31, 2009
Five ways to make leads countWhen you meet a prospect for the first time, do you... A. Immediately launch into your presentation and extol the virtues of what you can do for him? B. Follow a script with questions specifically designed to draw out what is important to the
January 30, 2009
Bill Would Support LTC EdRep. Eddie Bernice Johnson wants the government to reward financial institutions, small businesses and corporations for providing financial education for customers and employees.