May 2007
VOL. 3 ISSUE 60   

In This Issue

Issue Archives

Agency Of The Month
Argus Financial Services

Janusz Domaszuk is a first generation innovator that brought some very creative ways of doing business from Poland.

As a leader in the Polish market in the Chicago area, it is clear that Janusz understands what it takes to enable a great agency to grow in any type or market.

Click to read entire article.


 


The transition to a Protection mind set has been quite a transition for our agency.

I have come to the conclusion that this protection mind set has a three-fold purpose.
Click Here
to read my article
.




 

This is an article written by a CSR for CSRs. This column will be of interest to all CSRs



 

 

 

 

 

 


 

 


Choose from a complete menu of Consulting services -
Personalized for the needs of your agency.

Click Here for more information


In This Issue
One Bad Apple
Jack Burke, Sound Marketing

What does it take to have a healthy agency? Jack's answer may surprise you as he takes a very personal, and insightful look at the effect each member of your staff has on everyone they work with.


Policy Issues:
Put Your Advice, Not Your Clients, Through The Wringer

Chris Amrhein

Have you ever put your customers under the microscope to try and determine why they respond as they do? Maybe its time your agency had a "Solutions Test Manager" instead?


Top Personality Characteristics of Top Performers
Pre-Qualifying Your Next Top Producer
Tom Baker, Senior Editor of The Source

The only thing more challenging than finding good staff is living with our decisions after we hire them. If you plan to hire a Producer this year, this article could mean the difference in a "costly" decision and a "profitable" one.


Recording Lost Business
Why Did You Lose That Customer?
Cal Yngve

Retention is a constant challenge for most agencies. In many instances, even profitable agencies lose 5% to 15% of the customers each year. Unfortunately, most agents have no way of knowing, or tracking,why customers leave.


Exit Interviews
How You End The Employment Relationship Is As Important As How It Begins
Tom Baker, Senior Editor of The Source

Even though an employment relationship may end, the experience can leave behind positive benefits.  Here is excellent information, plus a sample Exit Interview you can use to make the most of staff changes.


For The Manager:
Getting P&C and Benefits Producers To Exchange Leads

Chris Burand

How often does a P&C agency and a benefits agency—or even two such divisions of the same agency—think about exchanging referrals? Chris takes a look at eight factors that can increase productivity and profits.

If you, or someone in your agency, would like to subscribe or unsubscribe (opt out) to The Source, Click Here

If you have a spam e-mail filter, please add e-mail from the following to your inclusion or white list. newsletters@advancedautomationinc.com

 

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 -

Please visit www.advancedautomationinc.com
or contact solutionsinfo@advancedautomationinc.com

`