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Planning

Perpetuation Planning: Planting People

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AlDiamond1
PERPETUATION PLANNING: PLANTING PEOPLE by Al Diamond Make human assets the most important resources in perpetuating your agency. A Chinese prove...

Perpetuation Planning: Why? How?

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AlDiamond1
PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

Perpetuation: Is Your Agency Prepared?

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PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...

Perpetuation: It’s Not Just A Money Thing

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PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...

Personal Lines Records Increase Revenue!

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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...

Personal Planning For Success

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PERSONAL PLANNING FOR SUCCESS by Mary Beth Bolen Here's a short quiz. Answer True or False: 1. Success is only for the educated or favored; it is discriminatory. 2. Success doesn't...

Personal Protection Service Questionnaire

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Do you own any antiques, fine arts, collections or other special value items such as tamps or Coins?

Do you own any jewelry or furs valued at over $1000 which are not specifically insured?

Planning Client Service Contacts

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An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...

Planning For A Merger: Filling In The Blanks

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Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

Planning for Obsolete Media

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Electronic document storage is an issue that every agency should address as part of their management process. Steve Anderson offers some ideas to help you stay ahead of the storage curve.

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