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audits
Articles tagged with audits
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ACCOUNTING AUDITS AND REVIEWS: WORTH THE EXPENSE by Chris Burand Agencies can avoid a lot of grief by obtaining annual accountants reviews or audits. An audit can catch inno...
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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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ANALYSIS OF PROFIT-SHARING AGREEMENTS Use this form to review your company profit-sharing deals. Complete this checklist for each major company represented. A no ans...
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AUDIT EXPLANATION - PREPARE, PREPARE Dear (Customer Name), THERE'S SOMETHING YOU SHOULD KNOW ABOUT AUDITS . . . As you know, Workers Compensation and General Liability policies are su...
1 Verified Reviews - 5 of 5.0
AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
1 Verified Reviews - 4 of 5.0
CUSTOMER SERVICE TESTS by Bill Wilson Customer service is critical to agency profitability and growth. Outstanding customer service leads to customer satisfaction. Customer satisfaction lead...
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DIVIDE SALES DUTIES INTO MARKETING AND SELLING Some CSRs have trouble marketing because they confuse it with selling. The whole concept of persuading a customer to sign an application for a policy ca...
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We've all read about excellence, heard about excellence, talked about excellence, and quite frankly may be sick to death of excellence because the parameters...