CARGO Dear (Customer Name): While driving to work, you've probably heard traffic reporters report with humor the various truckloads of cargo that occasionally spill onto the highways. Food, liquids...

Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor...

San Diego, CA, February 17, 2016 - Industry veteran, founder and chief executive of Atlas General Insurance Services, LLC ("Atlas"), Bill Trzos has been named in Insurance Business America’s ("IBA") Annual "Hot 100 List" for 2015.

This checklist outlines the major factors an insurance agency and a producer should consider in negotiating an employment agreement. It should not be construed as a specimen contract or agreement but merely a guide for reaching a meeting of the minds over subjects important to both parties. If you are engaged in this kind of negotiation now, use this form to check off these considerations in the blocks provided, as they are agreed upon. Be sure to consult an attorney for assistance in drafting the legal language necessary to implement a formal contract.

CHECKLIST OF CONSIDERATIONS IN NEGOTIATING A PRODUCER/AGENCY AGREEMENT This checklist outlines the major factors an insurance agency and a producer should consider in negotiating a...

CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...

CHOOSING AN ACCOUNTANT by Chris Burand The agency external accountant plays an integral part in every agency's operations. After reviewing many agencies financials, I've seen the unfortunate ...

CHRISTMAS GREETING Dear (Customer Name), Just a note to let you know that we're thinking of you during the holiday season. Not only do we send our best wishes, but I want to add a perso...

Dear (Customer Name): One minute it's day care . . . the next minute, a counseling appointment . . . followed by a session in strategic public relations. You...

CHURCHES - 'PEACE OF MIND' Dear (Customer Name): PEACE OF MIND . . . that's the quality that a place of worship provides for its parishioners. Guidance, joy, comfort, but most importan...