Improving your pipeline management is the answer to having a sales year of your dreams! It is a great mystery why prospect pipeline management is such a neglected area when agency owners/executives are constantly dreaming of improved sales and clearer forecasting. Ask any agency owner/executive for their 2019 goals and chances are “increased sales” is… Continue Reading
Category: financial management
YEAR END IS NEAR!
Here are the five steps you need to take now to prepare your Independent Insurance Agency for year end financial management. Step 1: Don’t wait until March, consult with your CPA / tax advisor now. By this time of year, year-end profit can be projected reasonably well. It’s time to sit down with your CPA… Continue Reading
