insurance agency

Articles tagged with insurance agency


Agency Acquisitions: Buyer Beware!

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AGENCY ACQUISITIONS: BUYER BEWARE! by Sharon Cunningham Dont overpay for an acquisition! When Quaker Oats purchased Snapple Beverage Company in 1994 for $1.4 billion, they...

Agency Acquisitions: Let The Buyer Be Smart

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AGENCY ACQUISITIONS: LET THE BUYER BE SMART Every independent agency in the country will experience a change in ownership at least once in its lifetime. Close to one-third of agencies h...

Agency Automation In The 21St Century

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AGENCY AUTOMATION IN THE 21ST CENTURY by Al Diamond Make your agency management system work for you, your clients - and your carriers. Have you noticed that carriers ...

Agency Brochure Enclosed

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AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...

Agency Compensation Survey

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AGENCY COMPENSATION SURVEY by Carol Hammes Employee turnover is expensive for an insurance agency. For budgeting purposes in the replacement hiring process, you need to add another ...

Agency Financial Planning: Today And Tomorrow

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AGENCY FINANCIAL PLANNING: TODAY AND TOMORROW by Carol Hammes There can be little doubt that changes are in the wind in the Commercial Property/Casualty marketplace. Some industry observers have...

Agency Introduction

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AGENCY INTRODUCTION Dear (Customer Name), Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in (Name of City) for over ( ) years. We are an independent ins...

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...

Agency Perpetuation Planning Checkup

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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...

Agency Productivity Levels Continue To Improve

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AGENCY PRODUCTIVITY LEVELS CONTINUE TO IMPROVE by Carol Hammes Despite the ongoing soft market in Commercial lines, the average insurance agency continues to show improvement in productivity lev...

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