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The Lie About Leads

I get a dozen e-mails a week offering me “free leads.” Most of these advertisements are bait to get agents to sign on with a particular insurance wholesaler or product provider as they grovel to add value by providing agents tools that will help make sales. But let’s take a closer look at what the industry calls a “lead” as this word is used inconsistently. The agent needs to know what’s being offered. Cold lead—this is worthless—it’s a name form a mailing list broker. The...

Employee Time Tracking

Time tracking is the act of tracing out the time spent on each activity in a particular period of time. With so much pressure on time these days, time tracking and management has become absolutely necessary. Though time tracking was initially just a method for keeping track of the way employees use their time, today it is a major program that is used for several other things like: payroll processing, employee productivity, revenue management, client management, invoicing, database management and project management.

It’s All About Speed

(speed) n. 1. Mathematics & Physics. Distance traveled divided by the time of travel. 2. Business & Life. The ratio of results to time invested. Speed is distance (results) divided by time, period. Some leaders confuse this with the “fool’s gold” formula: action divided by time. This is a costly and destructive illusion that produces one of two fatal results: either attempting to avoid speed altogether by deferring action, and becoming stagnant—or “red-lining” the culture ...

Merchant Services

Can merchant services make a difference in the way you do business? You bet they can! A merchant services account can equip you to conduct e-commerce with the latest credit card processing technology. You may be able to manage your company with fewer employees to handle billing and collect payments when you implement technical credit processing equipment that can save you time and money. In addition, a merchant account will place you in the ranks of your industry’s foremost p...
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