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Management

Introducing The Agency Consulting Group, Inc. Prospecting Suite ©

One of an agency’s greatest struggles is to determine how many and what size prospects are right for its producers and projecting the goals of prospecting.

Travel And Insurance Finding Sales Professionals Outside The Industry

Hiring sales professionals is something that we have in common with the Travel Industry. Link here to see how we can learn from their successes – and failures.

The Helper Personality: Why Service Staff Shouldn’t Sell Insurance

One of the most common situations we encounter in agencies across the country is the struggle to hire, train and manage successful producers. One of the key differences between Producers and Service Staff is the nature of their personalities. This article explains that choosing the right personality will move your producers and your agency to succeed.

Perpetuating Agencies

The difference between a merger for perpetuation and an acquisition in disguise

To Service Center – Or Not To Service Center

Service Center must not be unilateral. In order for Service Center to make sense they must save more money than they cost for BOTH agent and carrier.

Splitting Contingency Income In Agencies

Many agencies split contingency income among owners, producers, offices, cluster partners, VIA (Virtual Insurance Agency) partners, etc. Most do so solely based on volume. While this is simple (def. easy), it could also be simple (def. not very intelligent) because it is often over-simplified and does an injustice to one or more people or entities while benefitting others beyond their deserved share.

Differentiating Your Agency From Your Competitors Customer Bills Of Rights And Exectations

Is your agency on the cutting edge of your customer’s needs?

The Origin and Structure of Life and Health Affinity Insurance Programs in the U.S.

The Affinity business is a $100B+ market in the United States with a long history in the life and health arena. Despite that track record it is often misunderstood in the broader market. This paper provides background for any entity interested in getting into that space or already active in it.

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Colonel Roy L. Phillips

I have been a license Insurance Agent in the State of Texas since 1983 holding  General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses.  I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as…

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