Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Thin/zero clients gaining ground on the desktop in UK insurers' offices
By Warren S. HerschEight in ten U.K. insurers have at least some thin or zero client desktops deployed in their organizations.
October 13, 2014
You had me at helloFirst impressions are vital in any customer-service business. And a good one can really make you stand out.
October 12, 2014
Do you have 3 minutes?A fascinating study shows that 3 minutes is all it takes for people to decide they like you. Sounds like 3 minutes well spent.
October 11, 2014
What makes a sales leader great?Do you know the difference between a good sales leader and a great one? You might find the answer hard to put into words.
October 10, 2014
Revenge of the compliance nerds: The SEC’s whistleblower programAccording to a September 17 RIA Compliance Alert, the Commission has created an Office of the Whistle Blower.
October 10, 2014
Cerulli: Advisors control significant share of DC plan marketSeven in ten investors surveyed by Cerulli Associates say theyre satisfied with their financial services professional.
October 10, 2014
Inheritance & retirement: What do you mean “because I’m a woman?”Having kids or being a single parent can stress women's retirement plans.
October 10, 2014
The customer is not always rightThe customer is not always right, and he needs you to tell him when hes wrong. Help him tackle the tough issues head-on.