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The Benefits Of Cross-Selling Employee Benefits

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THE BENEFITS OF CROSS-SELLING EMPLOYEE BENEFITS by Rob Ekern Adding Employee Benefits offers a great way to strengthen relationships with Commercial Lines accounts, while d...

FURNISHING MVRS TO CLIENTS COULD BE HAZARDOUS TO YOUR E&O POLICY! by Mike Edwards Clients, especially Commercial clients who hire drivers, often ask their agent to furnish them with...

E&O And Policy Changes

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E&O AND POLICY CHANGES by Mike Edwards In this document, Mike Edwards examines the E&O implications of mid-term policy changes. Edwards presents two E&O ...

READING CONTRACTS FOR INSUREDS: GUIDELINES AND SAMPLE DISCLAIMER by Mike Edwards As every E&O attorney knows, a sizeable number of E&O claims against agents arise from agents trying to do a ...

Manage Direct Marketing

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MANAGE DIRECT MARKETING by Ed Drake Most agencies that use direct marketing successfully to generate sales have something in common - an effective system to handl...

Insurance Direct Marketing

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INSURANCE DIRECT MARKETING by Ed Drake Rather than focusing solely on how to handle business within the agency, managers must direct their focus to marketing prec...

Best Practices Agencies: The Best Of The Best

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BEST PRACTICES AGENCIES: THE BEST OF THE BEST by Tom Doran As a management consultant and one of the authors of The Best Practices Study, it's sometimes a temptation to become...

Best Mergers & Acquisitions Practices

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BEST MERGERS & ACQUISITIONS PRACTICES by Tom Doran Two in three transactions erode shareholder value rather than increase it. Given these odds, how can you succeed with an agency acqui...

A Perpetuation Planning Primer

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A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...

Beyond Best Practices: Are You Exceptional?

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BEYOND BEST PRACTICES: ARE YOU EXCEPTIONAL? by Tom Doran What are the five most crucial success factors to which you would attribute your success? This is the fundamental Best Pract...

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