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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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AFTER AN EARTHQUAKE: A CHECKLIST FROM THE AMERICAN RED CROSS When preparing your family plan, fill in the blank lines on this page. Following an earthquake, check the boxes as you compl...
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AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...
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AGENCIES ARE GETTING HELP THESE DAYS! by Grace Bauer Every agency I talk to these days wants help. 'How can we be better?' 'How can we stay in touch with the client?' 'How can w...
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AGENCY ACQUISITIONS: BUYER BEWARE! by Sharon Cunningham Dont overpay for an acquisition! When Quaker Oats purchased Snapple Beverage Company in 1994 for $1.4 billion, they...
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AGENCY ACQUISITIONS: LET THE BUYER BE SMART Every independent agency in the country will experience a change in ownership at least once in its lifetime. Close to one-third of agencies h...
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AGENCY AUTOMATION: AN E&O RESOURCE by Ken Buehler Are you getting everything you should out of your agency automation system? This document by Ken Buehler examines some of the automation pit...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 3 TRANSACTIONAL FILING by Curt Pearsall Many agencies largely misunderstand transact...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 1: DOWNLOAD by Curtis Pearsall Most agency owners and staff would agree that adv...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 2: UPLOAD by Curtis Pearsall The previous article discussed the issue ...
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The previous three articles in this series dealt with automation as it pertained to an agency's processing work. This article by Curtis Pearsall will examine how several aspects of automation can help reduce your E&O exposure.