agency

Articles tagged with agency


Keep A Clear Focus On Financial Management

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KEEP A CLEAR FOCUS ON FINANCIAL MANAGEMENT by Carol Hammes The hardening market, together with the start of new year give you the perfect opportunity to reflect on how to improve your busine...

Keep Control Of The Agency Under Control

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KEEP CONTROL OF THE AGENCY UNDER CONTROL by Grace Bauer In these times, agency principals and owners are working lean. It's difficult to find good help, and agency numbers force com...

Keeping Accounts

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KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...

Legal Outline For California Agencies - Chapter 1

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...

Legal Outline For California Agencies - Chapter 2

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It...

Legal Outline For California Agencies - Chapter 5

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical ...

Legal Outline For California Agencies - Chapter 6

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...

Legal Outline For California Agencies - Introduction

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES INTRODUCTION This outline is written for the owners of small or medium sized California property and casualty independent insurance a...

Let Your Customers Rate You

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This letter and questionnaire generated quite a response and helped one agency that sent it learn a lot about their image. The response rate to the letter was 13.23% --...

Leverage Selling For CSR's

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LEVERAGE SELLING FOR CSRs by Mary Beth Bolen CSRs can use their networking skills to garner qualified leads. 'Selling through service' is a good motto for CSRs in any agency. But how do...

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