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Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

Agency Growth And The Perpetuation Dilemma

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AGENCY GROWTH AND THE PERPETUATION DILEMMA by Carol Hammes Despite the incredible deepening of the commercial soft market, many independent agencies have continued to grow and have been qu...

Agency Management 202

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AGENCY MANAGEMENT 202 by Carol Hammes Often, its not money that motivates people as much as it is the environment. Few people will leave a job for additional compensation unless other...

Agency Management In A Changing Marketplace

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The changing marketplace is presenting several new pressures and challenges for the owners of independent agencies. The success...

Agency Perpetuation

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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...

Agency Producer Recruiting: Challenges And Solutions

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AGENCY PRODUCER RECRUITING: CHALLENGES AND SOLUTIONS by Sharon Cunningham Its a classic conundrum: As an agency grows in size, it becomes harder and harder for its producers ...

Agency Productivity Levels Continue To Improve

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AGENCY PRODUCTIVITY LEVELS CONTINUE TO IMPROVE by Carol Hammes Despite the ongoing soft market in Commercial lines, the average insurance agency continues to show improvement in productivity lev...

Agency Rating Form

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AGENCY RATING FORM On a scale of 1 to 10, with 10 being the highest possible score, how would you rate [Agency Name] on the following items? ...

Agency Telephone Procedures: How To Take Calls

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AGENCY TELEPHONE PROCEDURES: HOW TO TAKE CALLS by Karen Flaherty Verbal Courtesy Courtesy pays off. It's hard to be mad at someone who's being nice, so be nice! Be generous with ...

Agency Telephone Procedures: Telephone Messages

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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...

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