Business Planning Guide Now is the time to start thinking about next year! Use this convenient how-to planning guide to establish your agency's 2008 Business Plan. This Business Planning Guide is a comprehensive tool that walks you through the planning process step by step. It contains valuable worksheets and examples that assist in planning the future of your agency. It helps formulate your own strategic business plan and puts your ideas into action by going through a three-step process: - Where is Your Agency Today? - Where Do You Want To Go? - How Do You Want To Get There? Note: This is a large PDF file (81 KB) and may take time to load depending on your connection speed. Adobe Acrobat Reader is required to view this item. Get Complete Business Planning Guide		Tips & Tricks! Using the "Search" Feature on MarshBerry.com The "Search" feature is located at the top of the MarshBerry website. To find content, enter a key word such as "payroll" in the Search field, click on the word "Seach", and a list of items will be displayed that contain the word "payroll." When using "Search," you may need to enter different key words to find exactly what you want. For example, entering the word "compensation" instead of payroll displays a completely different list of items available on the website. Go to MarshBerry.com

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Sales Planners for P&C and Life Break your sales goals into weekly objectives! These easy-to-use applications help you determine property & casualty or life sales goals for the year. It also breaks them down into manageable objectives for producers. Objectives include prospects, expiration dates and appointments needed weekly for producers to meet their annual sales goal. Use the P&C Sales Planner for individual profit centers - personal, commercial or small commercial lines - or any combination. Or, enter sales goals by producer and determine weekly objectives based on each producer's ability to get appointments and close the sale. Go to Sales Planners		Discussion Group Topics from August 2007 Buy / Sell Agreement Fax Documentation Personal Umbrella over High Performance Boat Scanning Paperless Environment Compensation for Agencies that Refer Business Go to Discussion Groups Get an Estimate of Your Agency's Value!

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