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Getting Your Agency Finances in Order

Getting Your Agency Finances in Order

Getting Your Agency Finances in Order

Accounting tracks the most important aspect of your agency: your cash flow. Knowing your income and expenditures means knowing the core of your agency. If you don’t have a handle on your accounting processes, it’s time to get a grip. This eGuide hits the high points of your accounting systems and provides ways to make your accounting process run more efficiently, and in turn help your agency run better. Whether you’re just starting out or are in need of a system re-vamp, this eGuide is designed to help you determine what your agency needs to keep up with finances.

What You’ll Learn

  • Tracking Your Cash Flow
  • Making a Change
  • Integrating Accounting
  • Calculating Commission

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Cracking the Productivity Code

Cracking the Productivity Code

Cracking the Productivity Code Hero

When email became standard in the workforce in the early 1990s, inboxes received a modest amount of traffic. That is rarely the case anymore. With literally hundreds of emails coming in each day, email is now wasting our time and draining productivity. But, all is not lost! Just by integrating some simple habits, you can keep your inbox clean and your staff on task. In this eGuide we’ll look at how you can bring email back to its efficient and effective roots. We’ll explore daily habits to increase your productivity, how to protect your inbox from unwanted messages and how you can use Outlook to speed up your agency’s processes, to bring your independent insurance agency to a new level of getting it done.

What You’ll Learn

  • Practices to Get Your Time Back: The Facts and How to Beat Them
  • Ways to Keep Your Inbox Safe
  • Habits to Increase Email Productivity
  • Means for Increased Productivity in Outlook

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Adding Value to Your Agency with Commercial Lines Downloads

Adding Value to Your Agency with Commercial Lines Downloads

Commercial lines policy details download (CLDL) is on the rise, and for good reason! Streamlined, consistent client records and data tend to put a smile on the faces of carriers, agency staff, and clients alike. In this eGuide, you’ll learn all the facts on CLDL and how to implement it in your agency.

What’s Inside

  • Benefits of Commercial Lines Download (CLDL)
  • Recent Improvements
  • Steps to Success
  • Partnering Right

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Email Etiquette for the Independent Insurance Agent

Email Etiquette for the Independent Insurance Agent

Email Etiquette for the Independent Insurance Agent

Email is one of the fastest, easiest ways to communicate. With smartphones and constant access to the internet, email is available almost 24/7. However, the ease and familiarity of emailing can lead to poorly written, unprofessional communication when doing business. We tend to “speak” differently (read more relaxed) in our personal correspondence than in our business correspondence—it can be easy to forget who we are talking to and lapse into the vernacular when communicating with a client or prospect.

Professional environments and trusted agencies require quality written communication. In this eGuide, we’ll take you step by step through how to ensure your agency email correspondence is professional and well-organized. We’ll start with what to do before you write, and conclude with how to close an email in a professional manner. With these guidelines, you’ll be sure your agency is communicating in an efficient, effective way.

What You’ll Learn

  • Before You Start
  • Opening Lines
  • Constructing Your Email
  • Closing and Reviewing

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Natural Disaster Preparation and Keeping Your Agency Running: 5 Steps Every Agency Should Take

Natural Disaster Preparation and Keeping Your Agency Running: 5 Steps Every Agency Should Take

Natural Disaster Preperation

One of the most dangerous elements of disaster is not knowing when one will strike. Should your agency face such an event, would you be prepared? There are many facets in disaster preparedness, including employee safety, data and infrastructure integrity, and ensuring your agency keeps running despite it all. Start making your agency ready now, before a disaster hits.

What You’ll Learn

  • Identify Specific Threats
  • Protect Your Staff
  • Secure Agency Data
  • Create a Contingency Plan
  • Test Your Readiness

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