bates

Articles tagged with bates


(Non-Web) Site Planning: Office Layout

This content has not been rated yet.

CMEditor
(NON-WEB) SITE PLANNING: OFFICE LAYOUT by Virginia Bates 'Even if you're on the right track, you'll get run over if you just sit there.' -- Will Rogers Many agency princi...

CSR's Who Sell: Should They Be Treated Like Producers?

This content has not been rated yet.

CMEditor
CSRs WHO SELL: SHOULD THEY BE TREATED LIKE PRODUCERS? by Virginia Bates Put your money where your mouth is. Whether principals and managers assume that employees unders...

E&O Security In The 24/7 Agency

This content has not been rated yet.

CMEditor
E&O SECURITY IN THE 24/7 AGENCY by Virginia Bates If youre doing business around the clock, make sure to have effective E&O procedures in place. There was a five-car accident ...

Everything Old Is New Again

This content has not been rated yet.

CMEditor
EVERYTHING OLD IS NEW AGAIN by Virginia Bates According to a study by Conning & Co., small agencies have experienced flat growth over the past five years, with owner compensati...

How To Build Your Personal Lines Book - Part II

This content has not been rated yet.

CMEditor
HOW TO BUILD YOUR PERSONAL LINES BOOK, PART II by Peter Van Aartrijk Personal Lines competition continues to intensify, as more and more players enter the marketplace. However, independent a...

Mergers: A Case Study

This content has not been rated yet.

CMEditor
MERGERS: A CASE STUDY by Larry Morrison and Gary Jacobson This case study is provided as a companion to our article, 'Mergers: The Six Key Issues.' It shows the financial and legal...

OFFENSE OR DEFENSE? CONVERTING MANAGEMENT PROBLEMS TO OPPORTUNITIES by Virginia Bates The great teams in any sport succeed with a great offense that gets them points. While they ne...

Plan of Merger

This content has not been rated yet.

CMEditor
A sample merger agreement between two insurance agencies.

Requests For Proposal: Upgrading Agency Automation

This content has not been rated yet.

CMEditor
REQUESTS FOR PROPOSAL: UPGRADING AGENCY AUTOMATION by Virginia Bates Get the right fit between your agencys needs and the technology you use. The analogy b...

Spreadsheet Business Equation

1 Verified Reviews - 5 of 5.0

CMEditor
SPREADSHEET BUSINESS EQUATION by Virginia Bates If there are two phrases that turn agency principals off, they are probably 'work process engineering' and 'business planning.' The for...

    • 1
    • 2
Search Articles/Libraries 
Select a Category
Choose a Content Package