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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...
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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...
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Those who own a business hold their peers in high regard. You might dislike someone personally, but give them a thumbs-up when it comes to running a company. Those who survived the recession deserve a special commendation. Only the native outsider thinks otherwise.
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ATTRACTING AND RETAINING EMPLOYEES IN A COMPETITIVE WORLD by Sharon Cunningham To hire, and keep, quality workers, follow these guidelines. A consistent trend nationwide is the ...
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You've probably received great encouragement-- if not downright pressure-to put your business on the Internet. Whether you already have an Internet presence or are merely contemplating one, you should realize that just having a Web site doesn't guarantee that the people you want to reach will actually see it. You may have hung out your shingle, but the Internet customers you seek might be nowhere in sight.
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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...
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Dear (Customer Name), RE: Type of Loss Date of Loss Other Party Amount of Loss Because ( ) has not heard from you in response to our...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss The agency management system of both players plays a critical role in making the deal. With so many agenc...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss With so many agencies looking to merge with or acquire other agencies, automation has become increasingly impo...
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Avoid E&O Problems! by Patricia Berry Agents need to review their procedures for avoiding errors and omissions claims on a regular basis. Although coverage checklists provide a great...