proctor

Articles tagged with proctor


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...

Banks, Agents, And Profits

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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

Customer Contact Using The 20/60/20 Rule

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CUSTOMER CONTACT USING THE 20/60/20 RULE by Paige Proctor Effective customer contact in Personal Lines and small Commercial Lines always presents a dilemma. You know you should make reasona...

Moving A Book Of Business

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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevit...

Moving A Book Of Business

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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevitable. Your agency will ...

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...

Preventing Personnel-Related Litigation

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PREVENTING PERSONNEL-RELATED LITIGATION by Paige Proctor Over the past several years, we have all assimilated changes in employment-related laws into our thinking. One at a time, we have becom...

Producer Compensation: A Common-Sense Approach

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PRODUCER COMPENSATION: A COMMON-SENSE APPROACH by Paige Proctor The basis for a good producer compensation system for today's independent agencies and brokerages rests on two very...

The Consultant Contract

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THE CONSULTANT CONTRACT by Paige Proctor So you decided to hire a consultant. You received the proposal and liked what it said. You then checked the references and decided to move the propos...

Why Agency Deals Fail To Close

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There's no such thing as a risk-free acquisition. Deals fail for a myriad of reasons. One is that...

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