review procedures

Articles tagged with review procedures


Financial Statements As A Management Tool

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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...

Secure Consistency! Protect Your Agency!

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SECURE CONSISTENCY! PROTECT YOUR AGENCY! by Grace Bauer A year has passed since I began talking full-time to agencies nationwide. I found the main concern of 99.9% of the agencies to b...

What About The Yearly Account Review?

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WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...

You Can Save Time And Have A Life

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YOU CAN SAVE TIME AND HAVE A LIFE by Grace Bauer Time: We don't have enough of it, do we? Are you still working those long hours? Intellectually, we may realize that life is too short, ...

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