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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...
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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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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...
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AGENCY PERPETUATION: AGENTS MUST GO BACK TO THE DRAWING BOARD by Brian Burke I would venture to say that 80% of the agencies represented by the readers of this column could reall...
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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...
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The Agency Profitability Audit consists of five stages:
• Analyze the Available Data
• Understand the Agency’s Objectives
• Determine the Agency’s Assets and Course of Action
• Inform All Personnel and Companies of the Course of Action
• Transact the Procedures and Practices Needed To Attain the Established Objectives
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Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products.
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AGENCY RISK MANAGEMENT OF SOFT MARKET/HARD MARKET EXPOSURES by Ken Buehler How well are you managing your loss exposures involving market conditions? This article will offer guideli...
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AGENCY SALES: SYNERGIES AND LAYOFFS by Chris Burand Employee layoffs after an acquisition mean that an agency has serious management issues. A ...
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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...