Results 771 - 780 of 3226
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The ‘other’ BI | QuickSource
Offers opportunities for agency owners to mine the data they have within their agencies to plan for the future based...
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Baby on board: the workplace and pregnancy discrimination | QuickSource
The resource kit discusses the protections afforded to pregnant employees in the workplace on both the state and federal levels....
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Common mistakes agency sellers should avoid even in a sellers’ market | QuickSource
Discusses the most common mistakes when selling an agency and what buyers are seeking to provide the greatest interest and...
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The importance of sales meetings | QuickSource
Offers a list of reasons why sales meetings are critical to your success and suggestions for the optimal structure, agenda,...
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What’s on your customer service checklist? | QuickSource
A checklist of five ways to improve customer service and win long-term repeat and referral business. 2 pages
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Broker liability: duty to defend | QuickSource
This resource kit discusses brokers being held liable for the insurance purchasing advice they provide to clients. 2 pages
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Sample electronic delivery consent form | QuickSource
A sample consent form allowing you to electronically transmit policy information to your clients with their written sign-off. 1 page
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A successful sales meeting | QuickSource
This resource kit provides tips on how to run a successful sales meeting. 2 pages
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Is your agency making expensive promises? | QuickSource
This resource kit gives insight into what could be intended as nothing more than an enthusiastic declaration of dedication to...
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The power of Pinterest—is your agency using this growing social-media platform? | QuickSource
This resource kit explains how to use Pinterest as a way to connect with clients and prospects based on common...