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Disaster Planning Manual - Part 1

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DISASTER PLANNING MANUAL - PART 1 It's probable that you'll be swamped by calls from policyholders about what to do before and after a catastrophe. Keep a generous supply of the following four chec...

Information Networks: Business As (Un)Usual

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INFORMATION NETWORKS: BUSINESS AS (UN)USUAL by Jack Fries The spread of information networks has already driven some fundamental changes in the way large companies do business. As those n...

Does Your Agency Have What It Takes To Partner With A Bank?

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DOES YOUR AGENCY HAVE WHAT IT TAKES TO PARTNER WITH A BANK? by Roger Thomas, CIC Are you an agent wanting to sell to, or partner with, a bank? Are you a banker wanting to launch your bank ...

Strict Conduct Policy Results In Low Loss Ratio

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STRICT CONDUCT POLICY RESULTS IN LOW LOSS RATIO WORKING PARTNERS 'I expect all my employees-from ditch diggers to comptrollers-to conduct themselves as professionals,' says Chuck Mitchell, pre...

Consultative Brokerage: A Thinking Player’s Game

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CONSULTATIVE BROKERAGE: A THINKING PLAYERS GAME by Rob Ekern Selling, like golf, requires careful thought. As a young man, I occasionally played golf on a competitive ba...

Selling Your Agency: Asset Vs Stock Sale

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SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...

Business Planning Workbook

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BUSINESS PLANNING WORKBOOK by Michael Manes Introduction Planning is a commitment to move your organization from where it is to where it needs to be. ...

Risk Management: A Value-Added Tool

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RISK MANAGEMENT: A VALUE-ADDED TOOL by R. Thomas Jr. Theres no better way than offering risk management services for your agency to survive and grow. THE PROBLEM: ...

The Four Faces Of Profitability: Part Ii

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THE FOUR FACES OF PROFITABILITY: PART II by Diane Herbert and Pamela Millard The first part of this article focused on two faces of agency profitability: Pretax profit and Cash Flow from ...

Household Inventory Booklet

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With the free household inventory booklet we're offering, you can easily list every item in your home, along with its value.

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