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The Formula for Cross Selling Success

November 1, 2016

High performing, growth-oriented agencies benefit from a disciplined and strategic cross selling plan.

The Formula for Cross Selling Success.

If you are serious about a results-oriented cross sell system, there are 10 strategies that will guarantee success: Read more…

Cross Sell 365…Why, When and How?

October 28, 2016

SalesCross selling is an essential strategy to build brand loyalty, increase revenues and drive profits.

Cross selling involves products and services that compliment the original purchase.  It is the life blood of your business.

Cross selling increases the customer’s reliance on you and decreases the likelihood of switching to a competitor.  It is a critical performance indicator of an agency.  High performance “best practice” agencies know why, when and how to cross sell. Read more…

Are You Competing in the Commodity Trap?

October 4, 2016

“Cartoon Businessman Trying To Break Prison” by iosphereBarney is a 30-year-old producer.  He is intelligent and highly motivated. He is technically proficient having obtained his CIC and ARM designations. That being said, Barney is caught in the “commodity trap.” Can you relate to Barney?

Like many insurance and risk management professionals, Barney is extremely frustrated with the insurance business and is considering leaving the industry.  He is tired with competing in the “commodity trap” – the 90-day insurance bidding process. Read more…

The 5 Abilities of Effective Leaders

September 27, 2016

beyond insuranceWhether you are a Leader or a Manager, you must embrace and appreciate the 5 abilities of effective leaders.

The 5 Abilities of Effective Leaders: Read more…

10 Ways to Achieve the Work/Life Balance You Desire

September 20, 2016

Once you’ve evaluated your work/life balance it is time to start implementing ways to achieve the work/life balance you desire.

You must make room in your life to take care of your physical and mental well-being.  It is essential that you attempt to balance all priorities of your life.

10 Ways to Achieve the Work/Life Balance You Desire:

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How to Evaluate Your Work/Life Balance

September 16, 2016

beyond insurance

Many insurance and risk management professionals are not sure exactly how to evaluate their work/life balance.

Start by asking yourself  if the demands of your work are infringing upon the quantity and quality of time you have with family, friends, hobbies, and community.

Then take the following work/life balance quiz that will tell you the degree to which you should be concerned about work/life balance:  Read more…

The SMART Plan for Effective Goal Setting

August 16, 2016

beyond insuranceWhile we are sure you have heard of SMART goal setting,  sometimes the challenge becomes how we actually execute on a SMART goal.  Below we outline not a SMART Goal but a SMART Plan for effective goal setting:

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