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business plan
Articles tagged with business plan
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1 Verified Reviews - 5 of 5.0
10 STEPS TO OVERCOME COMPETITION by Jack Burke Remember the first time you experienced a Chinese box set? As each box opened to reveal a smaller box, you wondered with childlike curiosi...
1 Verified Reviews - 5 of 5.0
Before you buy an agency, check out these tips. If you're planning to purchase an agency, these guidelines are essential...
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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...
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AGENCY CLUSTER PROFILE Use this form to evaluate rate potential cluster partners. ...
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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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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.
1 Verified Reviews - 5 of 5.0
AGENTS: COMPANY MARKETS AREN'T ALWAYS GOING TO COME TO YOU! by Andrew Barile One of the most important responsibilities of agents to themselves and their agencies is to maintain posit...
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ARE YOU PREPARED FOR THE FUTURE? IT'S HERE! by Paul Bronow Consolidation within our industry is going much faster than we anticipated a few short years ago. The number of players is shrinki...
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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...