plan

Articles tagged with plan


Perpetuation In Family-Owned Agencies: Problems And Opportunities

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PERPETUATION IN FAMILY-OWNED AGENCIES: PROBLEMS AND OPPORTUNITIES By Paige Proctor Perpetuation through family members is one of the most common forms of extending an agency into...

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 Planning For Success

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PERSONAL PLANNING FOR SUCCESS by Mary Beth Bolen Here's a short quiz. Answer True or False: 1. Success is only for the educated or favored; it is discriminatory. 2. Success doesn't...

Personal Protection Service Questionnaire

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Do you own any antiques, fine arts, collections or other special value items such as tamps or Coins?

Do you own any jewelry or furs valued at over $1000 which are not specifically insured?

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...

Plan of Merger

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A sample merger agreement between two insurance agencies.

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.

Planning Guidelines

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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”

Planning: A Survival Tool

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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...

Plumbing/Hvac Contractors - "Plumbing Knowledge Is Important"

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Dear (Customer Name): How many plumbing, heating, and air conditioning contractors have the knowledge to also be insurance agent...

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