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Planning

Agency E&O Exposures To Broker Of Record Letters

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When you take over an account by broker of record, it's important to realize your work isn't done;...

Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

AGENCY FINANCIAL MANAGEMENT: CONTROL EXPENSES AND BUILD YOUR BOTTOM LINE by Sharon Cunningham Proven ways to increase potential earnings and investment value of your business. You might...

Agency Growth And The Perpetuation Dilemma

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AGENCY GROWTH AND THE PERPETUATION DILEMMA by Carol Hammes Despite the incredible deepening of the commercial soft market, many independent agencies have continued to grow and have been qu...

Agency Litigation Support Primer

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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

Agency Management: Seven Big Strategies

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AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert Plan your agency around these seven key strategies, and the ups and downs of the market will be just an in...

Agency Management: Seven Big Strategies

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AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert If you build your agency around these seven key strategies by Pamela A. Millard and Diane M. Herbert, the up...

Agency Management: The Great Compromise

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AGENCY MANAGEMENT: THE GREAT COMPROMISE by Chris Burand Chris Burand defines the great compromise as working smarter, rather than harder. Of course, 12 hours of working smarter is alwa...

Agency Owners And Consultants: A Win-Win Relationship

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AGENCY OWNERS AND CONSULTANTS: A WIN-WIN RELATIONSHIP by Edward Curry Perceptive agents never lose sight of what makes their agencies succeed. Sooner or later, most...

Agency Perpetuation

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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...

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