insurance agencies

Articles tagged with insurance agencies


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...

Looking To Insure Social Services Agencies?

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LOOKING TO INSURE SOCIAL SERVICES AGENCIES? by Curtis Pearsall Traditionally, insurance agencies are extremely generous in giving their time and resources to benefit social service agenci...

MAKE A SMARTER DEAL: BASE AGENCY VALUE ON PROFITABILITY, NOT A MULTIPLE OF COMMISSIONS! by Roger E. Thomas What multiple does an agency sell for these days? 1.25 times commission? 1...

Managed Marketing: Effective Follow-Up Is Key To Marketing Success

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A few months ago, a client came to us with a last-minute project that required the services of...

Managing For Results

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MANAGING FOR RESULTS by Carol Hammes Virtually all the insurance agencies that consistently experience above-average levels of productivity have two characteristics in common. First, they all have...

Managing To Avoid Errors & Omissions Problem

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MANAGING TO AVOID ERRORS & OMISSIONS PROBLEM by Carol Hammes Professionalism + education + training = fewer E&O claims. Today, its an unfortunate fact of life that an ...

Mergers: The Six Key Issues

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MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

Motivation: Getting Off The Treadmill

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MOTIVATION: GETTING OFF THE TREADMILL by Al Diamond Three agencies we visited had problems so similar that we decided to see just how many agents have the same experience, and the sa...

OFFENSE OR DEFENSE? CONVERTING MANAGEMENT PROBLEMS TO OPPORTUNITIES by Virginia Bates The great teams in any sport succeed with a great offense that gets them points. While they ne...

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