This Agency Management Newsletter is packed with great information and is provided by the Big "I" E&O program as a member benefit.

Check out the December issue!

Planning for Success - or Planning for Failure


Are you Planning for Success – or – Planning for Failure – Here’s how to tell…


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When the Rubber Meets the Road Implementing Plans


Do You Plan for the next year? Whether formal planning or informal setting of goals, here’s the most critical thing to convert the PLAN into Success!!



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SOLE - The Self Organized Learning Environment


How difficult is it to train existing or new staff in insurance principals, systems and procedures in your agency. What if there was a way to do it DIFFERENTLY than historical classes (on site or online)? Check out this concept!!!


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Customer Retention


No – New Business is NOT the most important measure of an agency’s success – RETENTION OF EXISTING CUSTOMERS is the key to success


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