insurance agency business

Articles tagged with insurance agency business


A New Look At Insurance Agency Valuation

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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

Agency Perpetuation

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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...

Agency Perpetuation Planning Checkup

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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...

Don't Lose Your Way When Navigating Customer Currents

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DON'T LOSE YOUR WAY WHEN NAVIGATING CUSTOMER CURRENTS by Al Diamond Recently, the people at Motorola, the electronics giant, announced that they had 'lost their way.' This innovative c...

Great Passers! Improve Two-Way Communication

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GREAT PASSERS! IMPROVE TWO-WAY COMMUNICATION by Michael Manes You might be passing along great ideas - but are your listeners receiving them? Who are Joe Montana, Terry Bra...

Higher Expectations Equal Greater Profit Margins

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HIGHER EXPECTATIONS EQUAL GREATER PROFIT MARGINS by Carol Hammes Greater profit margins and elevated agency values are the direct result of higher levels of productivity attained by...

How Do Customers Want To Be Served?

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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...

Legal Outline For California Agencies - Chapter 2

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It...

Making Customer Surveys Work

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MAKING CUSTOMER SURVEYS WORK by Al Diamond Customer Satisfaction Surveys have not yet become popular in the insurance agency business. Too many agency owners fear, rather than look forward to, ...

Perpetuation In Family-Owned Agencies: Problems And Opportunities

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PERPETUATION IN FAMILY-OWNED AGENCIES: PROBLEMS AND OPPORTUNITIES By Paige Proctor Perpetuation through family members is one of the most common forms of extending an agency into...

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