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Agency Telephone Procedures: Telephone Messages

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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...

Agency Telephone Procedures: Time Management

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AGENCY TELEPHONE PROCEDURES: TIME MANAGEMENT by Karen Flaherty Transferring Telephone Calls There are calls you will not handle personally but will transfer to supervisors or co-wo...

Agency Valuation Issues

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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

Agency Valuation With A Loss Of Market

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AGENCY VALUATION WITH A LOSS OF MARKET by the IAABA Virtual Faculty Two things are going on in the insurance marketplace. First, agencies are continuing to be bought and sold. Second,...

Agency Valuation, Mergers & Acquisitions: Is It A New Day?

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AGENCY VALUATION, MERGERS & ACQUISITIONS: IS IT A NEW DAY? by Robbie Smith The significant loss of surplus from the 9/11 catastrophe, together with an already compelling need for r...

Agency Valuation: Have The Fundamentals Changed?

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AGENCY VALUATION: HAVE THE FUNDAMENTALS CHANGED? by Bill Schoeffler Which comes first, the chicken or the egg? Theres a general perception that agency value has been increasi...

Agency Valuation: What You Need To Know

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AGENCY VALUATION: WHAT YOU NEED TO KNOW by Larry Morrison Before putting a value on your agency, read this article. INTRODUCTION Every agency owner must learn certain basics abou...

Agency Value: No Simple Answers

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AGENCY VALUE: NO SIMPLE ANSWERS by Al Diamond How much is your agency worth? That depends on a number of factors. Whats my agency worth? Were asked tha...

Agency/Broker Profile Form

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AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...

Agency/Broker Profiling

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AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're loo...

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