third party

Articles tagged with third party


A Final Reason To ‘Guide’ For Commercial Lines Referrals

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A FINAL REASON TO lsquo;GUIDE FOR COMMERCIAL LINES REFERRALS by Gil Simonds In the previous article, I promised to provide one last reason to guide for referrals...

Aspects Of Perpetuation Management

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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...

Assessing Your Firm's Resources

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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...

Automated Certificate Systems: How Accurate Are They?

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AUTOMATED CERTIFICATE SYSTEMS: HOW ACCURATE ARE THEY? by the IIABA Virtual University Faculty You issue a certificate using a carriers or a third party vendors aut...

Customer Service Report Cards

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CUSTOMER SERVICE REPORT CARDS by Dave Kahle Although almost every agency claims to give better service than their competition nobody seems to be able to define 'better service.' And since ...

Epl Coverage Goes Where We Can't

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Workers Comp policies go by the official name of 'Workers Compensation and Employers Liability policy.' With employers eager to assure their injured workers of...

Finding A Compatible Business Combination

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FINDING A COMPATIBLE BUSINESS COMBINATION by Catherine Oak Over the past few years, many firms have entered into a merger, acquisition, or some type of cluster arrangement with...

Internal Perpetuation: Key Considerations

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INTERNAL PERPETUATION: KEY CONSIDERATIONS by Alfonso Ventoso Internal perpetuation is a realistic option for owners of healthy agencies to exit the business. In most cases, the desire to keep cont...

Perpetuation For Family Agencies

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PERPETUATION FOR FAMILY AGENCIES by Brian Burke Gifting agency stock can be part of an estate-planning strategy. It can also be an attractive part of the perpetuation of a family...

Successful Annual Planning

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SUCCESSFUL ANNUAL PLANNING by Catherine Oak Follow this basic planning annual process annually ...

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