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Articles tagged with need


Overcoming Obstacles To Agency Growth

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OVERCOMING OBSTACLES TO AGENCY GROWTH by Carol Hammes Deal with agency growth problems before they reach a crisis point. Unfortunately, this agency scenario is all too common. Enough new bu...

Paper Files: Are They Worth The Trouble?

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PAPER FILES: ARE THEY WORTH THE TROUBLE? A TRANSACTIONAL FILING COST-BENEFIT ANALYSIS What is transactional filing? Transactional filing is a method of filing paper documents b...

Paths To Underwriting Profitability

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PATHS TO UNDERWRITING PROFITABILITY by Becky Lathrop and Jon Persky Many agencies focus their efforts on new production and overall growth in order to achieve their objectives. Although this i...

Payday: What's An Agency Owner Worth?

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One of the toughest financial decisions agency owners face is how much to pay themselves. It's especially tricky for agencies with multiple principals, because it's rare that all owners make identical contributions to the organization. Deciding what's equitable compensation for each individual may cause unnecessary conflict.

Peos: Do They Have You Coming, Or Going?

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PEOS: DO THEY HAVE YOU COMING, OR GOING? by Eric Moberg Is your agency equipped to handle the additional responsibilities of administering PEOs to your Commercial clients? This doc...

Perpetuation Planning: Planting People

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PERPETUATION PLANNING: PLANTING PEOPLE by Al Diamond Make human assets the most important resources in perpetuating your agency. A Chinese prove...

Personal Umbrella Liability

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PERSONAL UMBRELLA LIABILITY Dear (Customer Name), $1,000,000 INSURANCE COVERAGE? The times we live in have brought about significant changes in the insurance needs of...

Personality Types: The High-S Profile

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PERSONALITY TYPES: THE HIGH-S PROFILE by Steve Anderson The high-steadiness (high-S) person is generally amiable, easy-going, and relaxed. Steady people may be perceived as low-key, undem...

Piracy Of Expirations

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PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...

Planning For A Merger: Filling In The Blanks

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Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

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