Insurance Agency Optimization

Insurance Agency Optimization
Author: Scott Grates
Publisher:
Total Pages: 132
Release: 2019-05-20
Genre:
ISBN: 9781099492310

Insurance Agency Optimization was written by a multi-line insurance agency owner, for multi-line insurance agency owners. It was written to help agency owners understand that they are not alone. The reality is almost nobody who owns an insurance agency ever planned on owning an insurance agency. Once upon a time I was a highly successful salesperson, or sales manager, or corporate executive or somebody special in some other field. Then, I got sick of working for somebody else and I thought it would be awesome to own my own business, create my own schedule, make tons of money, travel the world and golf a lot. So I opened my own insurance agency. The problem is insurance agency owners who jumped into this industry during the 21st century have a much different looking opportunity than those who came before them. It's still a tremendous opportunity, but the rewards aren't realized until several years of dues are paid. This book was written to save agency owners time and money as an alternative to present day trainings and seminars which offer quick fixes, silver bullets and shortcuts to success; none of which exist. Insurance Agency Optimization uses simple, easy to understand mindsets, systems and processes which have worked in all sales industries since the beginning of time. This book focuses on the common denominators all successful agencies share. Readers will learn to consistently focus on daily disciplines which increase levels of health, happiness and overall productivity. You'll be given the essential mindset required to win each moment so you can win every day. And it will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even be compared to you. The insurance business is simple, but it's certainly not easy. You recruit, hire, train, educate and continuously motivate highly productive team members. You get to know your prospects by having conversations which uncover needs and then you offer the best possible solutions to satisfy those needs. Sounds simple, but again...it's not easy. This book was written and The Positive Impact Club was developed to make your life as the proud owner of a multi-line insurance agency much easier and will put you and your team on the right path to: Recognize and optimize every customer opportunity within every interaction each and every day Stand above and ultimately eliminate your competition Create a winning office culture with personal and team accountability Plan, prepare, track and ultimately WIN every day Implement a simple, repeatable sales processes to uncover multiple customer needs within one relaxed conversation EARN more referrals, ELIMINATE wasted marketing dollars and RETAIN more customers than ever before Become the happiest, healthiest and most productive version of yourself Perhaps you didn't fully understand what you were jumping into when you opened your insurance agency. And chances are you often times feel overwhelmed, confused or frustrated. The good news is you are not alone. The better news is there are proven ways to improve your results spelled out in this book. The best news is, this book will show you how to close the "knowledge/action gap." It's great to know things, but without action knowledge is useless. Insurance Agency Optimization will challenge you to take one, two or three key components that best suit your agency and implement them immediately. The strategies shared in this book are proven to work and grow your business regardless of where you are today. After reading Insurance Agency Optimizationand joining The Positive Impact Club the only regret you'll have is that you didn't know all of this sooner!

Ultimate Guide to Dental Billing and Reporting

Ultimate Guide to Dental Billing and Reporting
Author: Josh Smith
Publisher: High Bridge Books
Total Pages: 110
Release: 2021-07-02
Genre:
ISBN: 9781954943216

"Ultimate Guide to Dental Billing and Reporting provides a proven, accessible, and easy-to-implement dental billing template for any dental office. All practices will benefit from the simplicity and positivity of this important guide. I really like the actual number examples and the templates for how to structure your day. It's great information and a must-have for all dental offices." -Dr. Christopher Comer, DMD FAGD, Savannah, GA "This book makes billing and insurance very easy to understand. It maps out a very concise approach to insurance and billing in the dental office. I have taken many CE courses on these topics over the years. This book not only gave a more complete picture of the billing and insurance process than I have seen previously but also gave an easy way to approach and implement the process in the dental office." -Dr. Michael Groover, DMD From Chaos and Confusion to Confidence and Cash Flow Making appointments. Filing claims. Answering the phone. Checking patients in and out. If you're an office manager or insurance coordinator, you know how challenging it is to run a dental office. And if you're new to the industry? Welcome - we're here to help you learn the ropes. Here's the truth: Every dental office's success depends on: Healthy production and collections Smooth patient flow Delivering the ultimate patient experience with a smile The lifeblood of any successful practice is a rock-solid dental billing process. This book is a step-by-step guide to a groundbreaking dental billing process written by a leader in the industry. You're about to learn how dental billing impacts the overall health of your practice. You'll finally understand the gems hidden inside your dental reporting and how to use them. Best of all? You'll leave billing chaos behind and take a major step toward healthy cash flow and confident mastery of your processes.

Mastering Your Finances: The Ultimate Step-by-Step Guide to The Total Money Makeover

Mastering Your Finances: The Ultimate Step-by-Step Guide to The Total Money Makeover
Author: Fredric Cardin
Publisher: Fredric Cardin
Total Pages: 30
Release:
Genre: Business & Economics
ISBN:

"Mastering Your Finances: The Ultimate Step-by-Step Guide to The Total Money Makeover" is your comprehensive roadmap to achieving financial freedom and prosperity. Based on the principles of Dave Ramsey's renowned Total Money Makeover, this ebook provides a clear and practical approach to transforming your relationship with money. From budgeting basics to debt elimination strategies, retirement planning, and beyond, this guide equips you with the knowledge and tools you need to take control of your finances and build a solid foundation for lifelong financial wellness.

How to Write a Great Business Plan

How to Write a Great Business Plan
Author: William A. Sahlman
Publisher: Harvard Business Review Press
Total Pages: 73
Release: 2008-03-01
Genre: Business & Economics
ISBN: 1633691314

Judging by all the hoopla surrounding business plans, you'd think the only things standing between would-be entrepreneurs and spectacular success are glossy five-color charts, bundles of meticulous-looking spreadsheets, and decades of month-by-month financial projections. Yet nothing could be further from the truth. In fact, often the more elaborately crafted a business plan, the more likely the venture is to flop. Why? Most plans waste too much ink on numbers and devote too little to information that really matters to investors. The result? Investors discount them. In How to Write a Great Business Plan, William A. Sahlman shows how to avoid this all-too-common mistake by ensuring that your plan assesses the factors critical to every new venture: The people—the individuals launching and leading the venture and outside parties providing key services or important resources The opportunity—what the business will sell and to whom, and whether the venture can grow and how fast The context—the regulatory environment, interest rates, demographic trends, and other forces shaping the venture's fate Risk and reward—what can go wrong and right, and how the entrepreneurial team will respond Timely in this age of innovation, How to Write a Great Business Plan helps you give your new venture the best possible chances for success.

The Business Owner's Definitive Guide to Captive Insurance Companies

The Business Owner's Definitive Guide to Captive Insurance Companies
Author: Peter J. Strauss
Publisher: Forbesbooks
Total Pages: 0
Release: 2017-07-06
Genre: Business & Economics
ISBN: 9781946633071

MANAGE YOUR RISK IN A MORE EFFICIENT WAY What if you could insure the risks of your business, reduce your out of-pocket expenses, and create another source of revenue? Sounds too good to be true, right? With The Business Owner's Definitive Guide to Captive Insurance Companies, Mr. Strauss shows that, by utilizing a captive insurance company, this is not only possible but also a lot easier than you'd imagine. As one of America's top corporate, tax, and risk management attorneys, Mr. Strauss provides readers with true insight on the key sophisticated planning techniques used by small business owners who implement captive insurance companies. You'll learn the fundamentals and history of captive insurance and how this technique can provide numerous benefits to your business. This book will provide you with the insight on how to: -reduce out-of-pocket expenses; -increase cash flow; -insure more of the risks of your business; -protect personal and business assets from lawsuits; and -select the appropriate manager for your captive insurance company. Creating a captive insurance company may sound daunting, but with Mr. Strauss's guidance you can navigate the legal maze and utilize this valuable strategy with ease. Don't miss out on crucial out-of-pocket savings, and create more liquidity in a more tax-efficient manner. Take steps today and reap the benefits of captive insurance!

Insuring Tomorrow

Insuring Tomorrow
Author: Tony Cañas
Publisher: Createspace Independent Publishing Platform
Total Pages: 228
Release: 2017-06-02
Genre:
ISBN: 9781547131105

For several years, the Property Casualty Insurance Industry has been talking about a "looming talent crisis." Today, crisis is no longer looming, it's very much here. The average age of an insurance professional is around 60 years old and the number of insurance pros over 55 has increased by 74% in the decade before 2012. Making things worse insurance has a bad reputation in society and only 4% of Millennials report having an interest in working in the industry. In the last few years we have been hiring thousands of Millennials, but we haven't done a good job of engaging them and retaining them in the industry. This is your guidebook to not only keep your Millennials but grow them and help them fall in love with the insurance industry. Carly and Tony have been immersed in the topic for over five years, and since 2015 have been running the popular insurance blog InsNerds.com. Tony has also been speaking at industry conferences about how to engage and retain Millennials in the industry. His session has been described as fascinating, interesting and hilarious by audiences all over the country. But an hour long presentation doesn't allow enough depth to really dig into the problem. This deeply researched book is our answer to this perplexing problem. Written in the easy to read style of InsNerds while also being informative, engaging and full of answers to the most perplexing questions and concerns about growing the next generation of insurance superstars. Finally, here is the answer to the most important insurance question of our time: Where will our future leaders come from?

The Digital Business Start-Up Workbook

The Digital Business Start-Up Workbook
Author: Cheryl Rickman
Publisher: John Wiley & Sons
Total Pages: 326
Release: 2012-05-09
Genre: Business & Economics
ISBN: 0857083058

How do I know if my idea will work? How do I decide on the business model? How do I find my audience? Your digital business start-up journey begins here. From the bestselling author of The Small Business Start-up Workbook, Cheryl Rickman brings you a thoroughly practical guide to starting up a digital business, covering the full journey from idea to exit, with easy-to-implement strategies to make your online venture an ongoing success. With a combination of tips, exercises, checklists, anecdotes, case studies and lessons learned by business leaders, this workbook will guide you through each step of digital business. Learn how to: • Assess whether your business idea will work online/digitally • Choose the right business model for your proposition and avoid wasting time • Assess demand, viability and uncover untapped needs and gaps in the market • Build a usable, engaging website and mobile app • Create a buzz using social networking • Drive high quality traffic to your site and convert visitors into paying customers • Use search engine optimization (SEO) and marketing (SEM) tools effectively • Raise finance and protect your business • Build and maintain a strong brand • Recruit and retain a strong team • Sell the business or find a suitable successor. Reviews for the book: “If you want advice on starting your own internet business, don’t ask me, read this book instead. It is more up-to-date and costs far less than a good lunch.” Nick Jenkins, Founder of Moonpig.com “This book excels in providing practical guidance on how to create a successful digital business which exceeds customer expectations and keeps customers happy each step of the way.” Scott Weavers-Wright, CEO of Kiddicare.com, and MD of Morrison.com (non-food) “If you read just one book on digital business, make it this one... It is inspirational, informative and interactive in equal measure. Highly recommended!” Rowan Gormley, Founder and CEO of NakedWines.com “Interspersed with inspiring and useful stories from successful entrepreneurs, this book can help aspiring business owners through a step-by-step process of refining their start-up ideas and building a solid business.” Elizabeth Varley, Founder and CEO of TechHub

How to Start Your Own Successful Insurance Agency

How to Start Your Own Successful Insurance Agency
Author: Scott Robertson Cpcu
Publisher:
Total Pages: 176
Release: 2010-05
Genre: Business & Economics
ISBN: 9780615365534

This is a step by step instruction manual on the nuts and bolts of how to start your own insurance business. It goes beyond a business book by relating the personal side of starting a business, its effect on family and home life. There are useful tips for a beginners as well as the most seasoned veteran producer about how to get started on the right foot and make it to profitability in the shortest amount of time possible. This book is based on the writer's successful experience in setting up his own agency and making a family business work.

Make Your Business Our Business

Make Your Business Our Business
Author: Judith P. Lawrence
Publisher: Bookbaby
Total Pages: 0
Release: 2018-06-11
Genre: Business & Economics
ISBN: 9781543929089

This book is for anyone who wishes to become an entrepreneur, and specifically notaries. It is a step-by-step guideline as to how to create a business. Authors Daniel C. Lewis and Judith P. Lawrence are from opposite sides of the country, having connected on Linkedin, and having decided to combine their decades of business expertise to help others to either start a new business or make a transition to a different business easier. Daniel, who frequently lectures about starting a new career, knows first-hand the kind of hard work it takes to develop a new business. Judith, for whom this is a second life career, knows what it is like to be knocked all the way down and fight to come all the way back. This interactive book is a combination of facts and funny stories. The readers will learn about the PPP theory ... Policies, Procedures and Profits which will enhance their businesses immediately.