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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...
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FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...
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POLICY RENEWAL WITH NEW CARRIER Dear (Customer Name), Your current (Type of Coverage) insurance policy will be expiring soon and we are now in the process of preparing your renewal policy. In the i...
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What does it take to be an effective leader? How have the principles of leadership evolved? Mike Manes, with a little help from his friends, provides multiple perspectives on the roles that leaders must play in order to win.
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EMERGENCY RESPONSE by Bill Grieb Emergencies can occur in the safest workplace. They can arise from outside or inside. The cause may be human action (deliberate or inadvertent) or natural (anything ...
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E&O RISK MANAGEMENT WHEN USING SURPLUS LINES COMPANIES: II by Ken Buehler Use these guidelines to manage your E&O exposure in working with the E&SL market. The previous article focu...
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TURN lsquo;REDS INTO GOLD: FIND CREATIVE PROFESSIONALS by Michael Lovas The woman on the right derives great joy from her mental and physical activities. Shes a ...
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EVERYBODYS GONE SURFIN by Jon Persky Productivity Issues Internet use in the workplace is both a necessity and a tempting distraction. In a poll commissioned by www.l...
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POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...
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PROMOTES SPECIAL PROGRAM Dear (Customer Name): Congratulations on your new home! In the course of our rounds, we noticed your home under construction at ( ). You will obviously need superior coverag...