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BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi...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