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customer lists
Articles tagged with customer lists
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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...
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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...
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HOW TOPROSPER IN ANY MARKET by Edward Curry You and your companies can work smarter together, regardless of market conditions. During a hard market, some companies impos...
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PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...
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PRODUCERS NON-SOLICITATION AGREEMENT THIS AGREEMENT is entered into between [XXX INSURANCE AGENCY, INC.] as 'Agency' and ________________________ as 'Producer'. ...
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ETHICS CODE SAMPLE CODE OF ETHICS [Company Name] will conduct its business honestly and ethically where ever we operate in the world. [Company Name] will constantly improve the quality of its se...
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THE BENEFITS OF HAVING A LIFE BOOK A CASE HISTORY This is a true story. A P/C agency owner sold his agency to a buyer who was not interested in, nor equipped to handle, the Life business. (Too b...
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TRADE SECRETS: WHAT ARE THEY AND HOW DO YOU PROTECT THEM? by Thomas M. Braniff, JD, and Roy L. Phillips Its important to identify what can be considered a trade secret...