agency principal

Articles tagged with agency principal


Agency Automation: An E&O Resource

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AGENCY AUTOMATION: AN E&O RESOURCE by Ken Buehler Are you getting everything you should out of your agency automation system? This document by Ken Buehler examines some of the automation pit...

Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

Agency Management In A Changing Marketplace

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The changing marketplace is presenting several new pressures and challenges for the owners of independent agencies. The success...

Agency Producer Recruiting: Challenges And Solutions

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AGENCY PRODUCER RECRUITING: CHALLENGES AND SOLUTIONS by Sharon Cunningham Its a classic conundrum: As an agency grows in size, it becomes harder and harder for its producers ...

Avoiding Adverse Legal Decisions

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AVOIDING ADVERSE LEGAL DECISIONS by Carol Hammes Several months ago we addressed the potential for lawsuits associated with agency errors and omissions. Unfortunately, there are a number of other ...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

E&O Claims: The Discovery Process

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E&O CLAIMS: THE DISCOVERY PROCESS by Ken Buehler There are three discrete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery begins when the agency first becomes aware tha...

E&O Issues And Recommendations

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E&O ISSUES AND RECOMMENDATIONS by Grace Bauer We get so caught up in our daily crises and day-to-day workloads that we often don't have the time to take a good look at how our agency is ha...

Find Out What’s Really Going On Inside Your Agency

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FIND OUT WHATS REALLY GOING ON INSIDE YOUR AGENCY by Grace Bauer Grace Bauer explains how a comprehensive review and revamping of procedures will pay dividends in terms of boosting ef...

If I Were Marketing Manager For A Day 2

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IF I WERE A MARKETING MANAGER FOR A DAY by Delbert Hawkins Once upon a time, a marketing representative was an ex-underwriter who went into the field because he or she was too youn...

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