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Disaster Planning Guidelines

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DISASTER PLANNING GUIDELINES by Bill Grieb The Plan Do you have a written emergency action plan? Does your emergency plan cover: fire and explosion...

Disaster Planning Manual - Part 1

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DISASTER PLANNING MANUAL - PART 1 It's probable that you'll be swamped by calls from policyholders about what to do before and after a catastrophe. Keep a generous supply of the following four chec...

Disaster Planning Manual - Part 2

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DISASTER PLANNING MANUAL - PART 2 The first step to developing a catastrophe contingency plan is to outline the steps that must be accomplished in the event of a disaster. Once you know what needs to...

Disaster Preparation Classes Target Small Businesses

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DISASTER PREPARATION CLASSES TARGET SMALL BUSINESSES If disaster struck your workplace, how well would you, and your employees cope until first responders arrive - which could take ho...

Disaster Recovery: How Working Together Speeds Recovery

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DISASTER RECOVERY: HOW WORKING TOGETHER SPEEDS RECOVERY You've spent thousands of dollars and hundred of hours developing a sound disaster recovery program. Staff and management are trained to act ...

Dissolving Shareholder Relationships

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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...

Do Banks Overpay For P/C Agencies?

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DO BANKS OVERPAY FOR P/C AGENCIES? by James M. Campbell Since 1998, the banking industry has been the most active acquirer of Property/Casualty insurance agencies....

Document Everything!

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DOCUMENT EVERYTHING! by Grace Bauer Document every phone call, visit, and staff conversation - to, from, or about an insured or otherwise pertaining to a particular account. Whether ...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

Does A Banking Relationship Make Sense For You?

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DOES A BANKING RELATIONSHIP MAKE SENSE FOR YOU? by Chris Burand Banks are buying agencies, agencies are developing relationships with banks, insurance companies are opening banks, and a dozen...

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