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What To Do When An Owner Retires

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AlDiamond1
WHAT TO DO WHEN AN OWNER RETIRES by Al Diamond Retirement should never be a spur-of-the-moment decision, even if the temptation is frequent when carriers, customers, or em...

THE WORLDS WORST KEPT SECRET: TRANSITION PLANNING IN INSURANCE AGENCIES by Al Diamond Agencies with Perpetuation Plans to transition management and ownership from o...

What’s My Agency Worth?

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AlDiamond1
WHATS MY AGENCY WORTH? by Al Diamond Why is an agency worth different amounts in different valuation scenarios? The value of a business (including an insuranc...

Nine Steps In Agency Acquisition

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AlDiamond1
NINE STEPS IN AGENCY ACQUISITION by Al Diamond This systematic, proven approach works. Agency Consulting Group, Inc. assists many agencies in their acquisition trail. The 'slam-dunks' ...

The Elephant Hunter

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AlDiamond1
THE ELEPHANT HUNTERby Al Diamond Before you acquire an agency, make sure you acquire agency experience. I was recently contacted by a smart young agent who had come into the bus...

Partnering With Carriers

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AlDiamond1
PARTNERING WITH CARRIERS by Al Diamond Trust between you and your carriers must be a two-way street. Agencies have given carriers as many reasons to distrust their commitments ...

Contingency Commissions: A Win-Win Proposal

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AlDiamond1
CONTINGENCY COMMISSIONS: A WIN-WIN PROPOSAL by Al Diamond This solution to the contingencies controversy benefits everybody in sight. In October 2004, New York Attorney-General E...

Growth-Loaded Producer Compensation

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AlDiamond1
GROWTH-LOADED PRODUCER COMPENSATION by Al Diamond Use this plan to give your producers an incentive to target growth, while protecting the agency from financial losses. Ev...

The Sales Funnel: Avoid Feast Or Famine

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AlDiamond1
THE SALES FUNNEL: AVOID FEAST OR FAMINE by Al Diamond Use this proven system to maintain consistent sales results month after month. The Sales Funnel provides an invaluable res...

Perpetuation Planning: Why? How?

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AlDiamond1
PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

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