Pat Alexander - Insurance News Archive

Articles by Pat Alexander

Pat Alexander coaches insurance agencies in maximizing the use of their systems. Additionally, she works with them on how to integrate today鈥檚 social media into their firm鈥檚 plan. Pat may be contacted at pat@patalexander.com

Best Practices Quality Management – Part II

July 7, 2011 By Pat Alexander

Without proper quality management reports that are run on a regularly scheduled basis and reviewed properly, you have no real...

Best Practices Quality Management – Part I

June 1, 2011 By Pat Alexander

I have spent several months discussing how to define, train and implement, standards, procedures and workflows. Early in this series...

Best Practices – Training and Implementation

March 18, 2011 By Pat Alexander

We have spent the past several weeks discussing Best Practices – Standards, Procedures and Workflows. I know, you say: “My...

Best Practices – Workflows

March 4, 2011 By Pat Alexander

A workflow consists of a sequence of connected steps. It is a depiction of a sequence of operations, declared as...

Best Practices – Procedures

February 11, 2011 By Pat Alexander

A PROCEDURE is a series of steps followed in a regular and defined order. Consider your renewal process. There is...

Best Practices – Standards

January 28, 2011 By Pat Alexander

When an agency talks to me about working with them on their best practices, they often think this only about...

Best Practices – What Are They

January 21, 2011 By Pat Alexander

There is much talk in every industry about Best Practices. So what are Best Practices? One definition says: Best practice...

Defining Your Core Values Part II – Small Agencies In Small Towns

October 27, 2010 By Pat Alexander

I have worked with a number of individuals who are great entrepreneurs whose companies have grown rapidly and out-of-control. It...

Defining Your Core Values – Small Agencies In Small Towns

October 20, 2010 By Pat Alexander

The question I continue to be asked is how do I make sure that employees will take care of my...

Service Staff – Small Agencies in Small Towns

October 12, 2010 By Pat Alexander

We have discussed how you might outsource back office work, work that is not full time, or work for which...

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Articles by Pat Alexander

Best Practices Quality Management – Part II

Best Practices Quality Management – Part I

Best Practices – Training and Implementation

Best Practices – Workflows

Best Practices – Procedures

Best Practices – Standards

Best Practices – What Are They

Defining Your Core Values Part II – Small Agencies In Small Towns

Defining Your Core Values – Small Agencies In Small Towns

Service Staff – Small Agencies in Small Towns

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