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agency business
Articles tagged with agency business
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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 ...
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AGENCY EMPLOYMENT AGREEMENT THIS AGREEMENT made this day of , 20 by and between [AGENCY PRINCIPAL NAME] d/b/a [NAME OF INSURANCE AGENCY], having a principal place of business at [BUSINESS ADDRE...
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AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handlin...
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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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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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AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets of a smaller incorporated agenc...
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AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets ...
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ARE YOU REALLY DERIVING BENEFITS FROM AUTOMATION? by Sharon Cunningham Although many agencies have invested heavily in automation systems, many firms have yet to deri...