BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...

POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...

WHY PROCEDURES? by Grace Bauer I often hear, 'Why does our agency need procedures? We've been in business this long without them.' If you can answer 'yes' to any of the followin...