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Your Agency In 2020

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YOUR AGENCY IN 2020 by Al Diamond Youll face a variety of challenges in planning for today - and the next decade. THE PAST ...

Dissolving Shareholder Relationships

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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...

Agency Litigation Support Primer

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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

Outsource Claims Management & Realize Reduced Costs

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OUTSOURCED CLAIMS MANAGEMENT ONE WAY FOR AGENCIES AND CARRIERS TO REDUCE COSTS AND IMPROVE SERVICE by Paul Di Stefano and G. Edward Kalbaugh Within most agencies and insurance companies, cla...

Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

Help Put An End To Workers Comp Malingering

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HELP PUT AN END TO WORKERS COMP MALINGERING: A GUIDE FOR BUSINESS MANAGERS WHO FACE A WORKERS COMP CLAIM by David DePaolo To malinger is to pretend to be ill or otherwise incapacitated ...

Recent Cases Clarify Employer Liabilities

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RECENT CASES CLARIFY EMPLOYER LIABILITIES by David DePaolo Several recent cases issued from the appellate courts and the California Supreme Court are of interest to employers providing their W...

PROFESSIONAL SERVICES MARKETING; A STRATEGY FOR PROVIDING CLIENT SATISFACTION by David DePaolo, JD, MBA An Overview Most professional services are highly personal in the nature of...

Receivables Reduction

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RECEIVABLES REDUCTION by David John DePaolo COST OF RECEIVABLES Failure to keep control of current accounts receivable can have disastrous effects on the cash flow of a bu...

Banks And Insurance: Do Your Due Diligence

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BANKS AND INSURANCE: DO YOUR DUE DILIGENCE by Fred Dent The power of the Internet as n information resourc...

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