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Getting your name in print in industry publications can result in credible publicity for you and your firm. Whether you’re a seasoned pro or never been published, you’ll get useful tips in this document by Henry Stimpson.
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for sending us the names of business colleagues you feel could benefit from our services. We appreciate your placing your confidence in us. W...
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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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I frequently find articles on fraud in industry journals. Also, agent associations often put this topic on their state convention agendas. While we’ve all heard and read about many traditional scenarios of fraud, there are some new areas that can potentially affect insurance agents.
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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION, PART II by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle One of the Most Significant Finan...
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COMMERCIAL LINES DEREGULATION: E&O FRIENDLY? by Curtis Pearsall It's evident that many state legislatures are taking up the issue of Commercial Lines deregulation. There are many benefits to d...
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SMALL BUSINESS: THE NEXT BIG THING FOR BANKS by Valerie Jordan Bank insurance programs, created with various degrees of complexity, are currently experiencing high activity d...
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SELECTING THE RIGHT LIFE PRODUCER Dear Dave, As president and sole stock- holder of a $3 million P/C agency, I have decided to set up a Life/Benefits department, probably as a sep...
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HOW GOOD IS YOUR COMPETITION? A Competitive Position Analysis Agencies can benefit from comparing themselves to their closest competitors: other independent agents, direct writers, even b...
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PREVENTING VIOLENCE IN THE WORKPLACE by Douglas Henderson Violence in the workplace has become all too common in American business. It's a concern for every employer, who should take precaution...