cfo

Articles tagged with cfo


Dealing With The Producer Who's Leveled Off

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DEALING WITH THE PRODUCER WHO'S LEVELED OFF by Dave Kahle If a producers performance is lagging, heres how to turn the situation around. Every manager has, or will, c...

Questions For Interviewing Agency Accounting Or Cfo Candidates

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QUESTIONS FOR INTERVIEWING AGENCY ACCOUNTING OR CFO CANDIDATES 1. How do you recommend we book direct-bill commissions-on an as-received basis or by accrual? This question has three parts: ...

RETENTION AND RENEWALS: TWO NEW STEPS FOR PRODUCERS AND CSRs by Preston Diamond The higher your agencys referral and renewal rate, the stronger your bottom line. In this docume...

The Benefits Of Cross-Selling Employee Benefits

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THE BENEFITS OF CROSS-SELLING EMPLOYEE BENEFITS by Rob Ekern Adding Employee Benefits offers a great way to strengthen relationships with Commercial Lines accounts, while d...

The Five Ways Agents Get Fired!

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THE FIVE WAYS AGENTS GET FIRED! by Rob Ekern Independent agencies and brokerages are facing a growing threat to their middle market Commercial clients. These firms are being squeezed from...

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