agency

Articles tagged with agency


The Agency Mission Statement

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THE AGENCY MISSION STATEMENT An agency mission statement is a simple outline of the agency's overall goal. It should be phrased in terms of meeting the needs of current and potential cl...

The Balance Sheet Does Matter!

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THE BALANCE SHEET DOES MATTER! by Chris...

The Balance Sheet Does Matter!

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THE BALANCE SHEET DOES MATTER! by Chris Burand Chris Burand explains why a balance sheet definitely matters in an agency sale. The degree to which it matters depends on the quality of t...

The Benefits Of Cross-Selling Employee Benefits

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THE BENEFITS OF CROSS-SELLING EMPLOYEE BENEFITS by Rob Ekern Adding Employee Benefits offers a great way to strengthen relationships with Commercial Lines accounts, while d...

The Benefits Of Having A Life Book - A Case History

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THE BENEFITS OF HAVING A LIFE BOOK A CASE HISTORY This is a true story. A P/C agency owner sold his agency to a buyer who was not interested in, nor equipped to handle, the Life business. (Too b...

The Bottom Line On Agency Value

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Sustainable earnings are the 'bottom line' of agency value. It's important for agency owners to...

The Business Development Plan - Part 1 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Business Development Plan - Part 2 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Business Development Plan - Part 4 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Cost Of The Competitive Advantage

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THE COST OF THE COMPETITIVE ADVANTAGE by Diane Herbert and Pamela Millard 'Hiring, retaining, and developing great people is the biggest challenge and single greatest key to the su...

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