April 2007
VOL. 3 ISSUE 59  

 Tip of the Month


Tip Of The Month
Establish A Privacy Policy For Your Agency

One of the most important things to do in 2007 is implementing a privacy policy for your agency. Every day, you collect more and more information about your clients. Legally, you are required to document how you manage this important data.


Recent changes in our privacy laws demonstrate a trend in federal legislation that will make privacy policy not only a good idea but also the law. A good place to start is understanding the requirements of the Gramm-Leach-Bliley Privacy Act.
Writing New Business
Here's A Progressive Way To Write More Business

TIP - Take advantage of technology as a way to round out your homeowner accounts and increase your revenue.

 
Account Development

Web Cams Provide A Great "High Tech" Way To Create "High Touch"

TIP - Use technology to reduce hours on the road and spend more quality time with your customers.

  
 
Time Management

Managing Your Time Also Helps Manage Company Reps

TIP -Set boundaries for visits from company reps to reduce stress and gain control of your time.

 
Workflow Efficiencies

Automating the Annual Review Process Means More Sales And Less Stress

  TIP -Provide Commercial Lines Account Managers with a simple plan for scheduling Annual Reviews.
 
Time Management

Got A Minute? Fun Exercise Helps Staff Discover How They Use Their Time

TIP - This fun and simple exercise is a great way to identify activities that waste time and create stress.

 
Staff Development

Learning A New Language Can Open The Door To Writing New Business

TIP - Expand your ability to write new business and increase the value of your agency and staff by providing a fun way to learn new languages.

Our new Management Section is designed just for Owners and Managers. The next issue, "Management Builder", will be available in early May. This extraordinary issue includes dynamic articles on changing agency culture, virtual staffing, leading staff to change and agency perpetuation.

Our contributing authors include Patrick Linnert with Marsh-Berry, Chris Amrhein, Don Phin and Chris Burand and more.

If you have not subscribed to the Management Section, don't miss the opportunity to receive this fantastic leadership resource. If you are an agency Owner or Manager, just Click Here to subscribe.

 

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If you have any questions about an article in this issue of "The Source", or you would like more information about any of the proven, profitable, solutions offered by Advanced Automation -

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