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Financial/Accounting

Now Is Always The Best Time To Sell Your Agency, Right?

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NOW IS ALWAYS THE BEST TIME TO SELL YOUR AGENCY, RIGHT? by Chris Burand According to a number of recent articles, small business owners should sell their businesses today to avoid large i...

Online Invoices Get Paid Twice As Fast

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ONLINE INVOICES GET PAID TWICE AS FAST by Steve Anderson Web-based invoices that give recipients the option to pay online result in payments being made twice as fast as those that don...

OUT OF THIS WORLD: TAKING ADVANTAGE OF NEW TECHNOLOGY (PART II) by Steve Anderson This article (second in a two-part series by Steve Anderson)provides guidelines on maki...

Outsource Claims Management & Realize Reduced Costs

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OUTSOURCED CLAIMS MANAGEMENT ONE WAY FOR AGENCIES AND CARRIERS TO REDUCE COSTS AND IMPROVE SERVICE by Paul Di Stefano and G. Edward Kalbaugh Within most agencies and insurance companies, cla...

Partnering With Carriers

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AlDiamond1
PARTNERING WITH CARRIERS by Al Diamond Trust between you and your carriers must be a two-way street. Agencies have given carriers as many reasons to distrust their commitments ...

PENNY WISE AND DOLLAR FOOLISH: MEASURES TO INCREASE BACKROOM EFFICIENCY by Dana Falardeau The independent agency today is performing just about all the tasks that the carriers used to h...

Perpetuation For Family Agencies

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PERPETUATION FOR FAMILY AGENCIES by Brian Burke Gifting agency stock can be part of an estate-planning strategy. It can also be an attractive part of the perpetuation of a family...

Perpetuation Or Succession?

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PERPETUATION OR SUCCESSION? by Al Diamond Planning for succession can be highly rewarding if you have the right people behind you. It can be downright dangerous if you dont. Al Diamond...

Perpetuation Planning: Why? How?

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PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

Perpetuation: Is Your Agency Prepared?

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PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...

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