agencies

Articles tagged with agencies


Evaluate Prospective Buyers For Your Agency

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EVALUATE PROSPECTIVE BUYERS FOR YOUR AGENCY by Patricia Berry Before selling your agency, get answers to these questions. Many agency acquisitions are based on retention because b...

Evaluating Bank Opportunities

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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...

Everything Old Is New Again

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EVERYTHING OLD IS NEW AGAIN by Virginia Bates According to a study by Conning & Co., small agencies have experienced flat growth over the past five years, with owner compensati...

External Growth With Successful Acquisitions

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EXTERNAL GROWTH WITH SUCCESSFUL ACQUISITIONS by Carol Hammes Be prepared to do an acquisition before the opportunity presents itself. INTRODUCTION Most agencies will have the opportu...

Final Check: Protect Against Errors And Omissions

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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...

Financial Management In An Uncertain Marketplace

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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...

Financial Ratings Don't Tell All

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FINANCIAL RATINGS DON'T TELL ALL by Chris Burand In the past year, it hasn't been unusual to see reports of companies that have had their debt ratings lowered, although their ...

Financial Services Cross-Selling: More Relevant Than Ever

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FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...

Financial Statements As A Management Tool

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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...

Find A Challenge And Improve Morale Today

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FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...

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