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Agency Ideas® newsletter is a publication of Shulman Consulting Group, Inc.
Mailing address. P.O. Box 3099 / Cary, NC 27519-3099 USA.
Phone. 1-800-724-1435
Fax. 919-466-8206
Key personnel.
Alan Shulman CPCU, Publisher of Agency Ideas®.
Renee D. Shulman, Subscription Manager of Agency Ideas®.
Mission statement.
We help P&C insurance agencies and brokerages to achieve planned, profitable growth. This is accomplished by assisting insurance professionals to help themselves. We guide them along the path with innovative marketing, sales, management, and automation ideas, including many of the tools needed to convert our creative ideas into fast agency action.
Return policy.
Pro-rata refund based on the number of unsent issues on Agency Ideas® newsletter. Sales are final on all other publications and software. Defective software media will be replaced with the same title at no charge.
Insurance company partnerships. Click here to visit CarrierIdeas.com. It features a variety of ideas for establishing a mutually beneficial relationship.
Advertising opportunities.
Agency Ideas® newsletter does not accept any advertising from third parties in the newsletter. The publication is subscription-supported.
Outside articles.
Agency Ideas® newsletter does not accept any unsolicited content of any type. Emails with attached articles will be deleted.
Growth tools.
Click here for a complete list of our publications.
Privacy policy.
This privacy policy covers how Shulman Consulting Group, Inc. treats "personal information" that we collect and receive through conducting seminars / workshops, via email, our Web site, client and prospect responses to our various promotional contacts and by phone inquiry. Personal information are facts about you that are personally identifiable such as your name, business name, physical address, mailing address, email address, and telephone numbers, plus that which is not ordinarily available publicly.
Information Collection.
Shulman Consulting Group, Inc. collects personal information when you subscribe to Agency Ideas® newsletter, purchase our various growth tools, join our Agency Idea-of-the-Week email list, when you respond to our ads and promotions, take advantage of various offers that we extend to Web site visitors and subscribers, and when you make an inquiry to us.
Information Use.
When you take the actions [above], we need your personal information to fulfill your order or otherwise respond to you.
Web Cookies.
Our Web site automatically receives and records information in our generic Web statistics from your browser, including the Web pages visited in order to track visitor volume, page views, and resource downloads. Shulman Consulting Group, Inc. may use this statistical information for the following general purposes:
To improve our site and publications.
To learn which resources are downloaded by its visitors.
Information Disclosure.
Shulman Consulting Group, Inc. does not rent, sell, or share personal information about you with others unless we are required to respond to legal processes or to establish or exercise our legal rights or defend against legal claims or as otherwise required by law. We may also disclose, at our option, requested details to sponsoring groups and carriers to which you belong or represent.
Your personal information is used to fulfill a subscription or other product or service order, to alert you to an offer from us, to interact with you via social networking, or to answer an inquiry when we have your permission to contact you in the following instances:
You have subscribed to our newsletter.
You have ordered our other products (either tangible or via download).
You have signed up for our Agency Idea-of-the-Week email list.
You have downloaded selected resources from our Web site.
You have made an inquiry to us.
You have become a Twitter follower, Facebook fan, or a LinkedIn connection.
Privacy Policy Changes.
Shulman Consulting Group, Inc. may modify this policy periodically or as part of a Web site redesign. We will notify you about significant changes in the way that we treat personal information by placing a prominent notice at the lead of this posted policy.
If you have questions, please contact us at:
Agency Ideas® / Shulman Consulting Group, Inc.
PO Box 3099 Cary, NC 27519-3099
1-800-724-1435 (US and Canada)
