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Financial/Accounting

BANKS AND P/C INSURANCE AGENCIES REALITY CHECK PART I: DO YOUR DUE DILIGENCE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes,...

Be Careful What You Wish For

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BE CAREFUL WHAT YOU WISH FOR by Chris Burand Many agency owners lament their staffs lack of a work ethic. Agency owners typically judge their employees work ethic against t...

Be Prepared When Changing Banking Partners

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BE PREPARED WHEN CHANGING BANKING PARTNERS by Ron Overson Business banking relationships tend to be personal and long-term; they rarely change. However, as your agency grows, its needs change, a...

Best Practices Of Financial Management

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BEST PRACTICES OF FINANCIAL MANAGEMENT by Angela Bemiss In today's insurance environment, a successful insurance agent or broker must have good sales management, good operatio...

Better Contingencies Equal More Profits

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BETTER CONTINGENCIES EQUAL MORE PROFITS by Chris Burand Many insurance companies try to boost profits by reducing contingency payments - not a smart move. A go...

Beware The Outdated Shareholders Agreement

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BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi...

Big Changes, Big Dollars

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BIG CHANGES, BIG DOLLARS by Brian Burke This is about our industry, IPOs, financial danger, and some possible implications for our agency clients. Let's erase the board for a mo...

Blunderers Bank Big Bucks, Too

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BLUNDERERS BANK BIG BUCKS, TOO by Chris Burand Whats this? Adopt 'Worst Practices' to increase earnings? Say it aint so! Yet this document by Chris Burand is full of exa...

Boilerplate Answers

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BOILERPLATE ANSWERS by Chris Burand Different situations require different answers. Different agencies, although they might have the same problem, require different solutions. Simple, b...

Bond With Shared Pain

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BOND WITH SHARED PAIN by Jack Burke We all tend to come together in times of trouble; and this is definitely a troublesome time for most businesses. When you share your pain, your cli...

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