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Management 101: A Case Study

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MANAGEMENT 101: A CASE STUDY by Mike Manes Unfortunately, fear of change is fairly common and can keep your agency from performing as effectively as it could. This document by Michael M...

How Well Do You Know Your Clients?

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HOW WELL DO YOU KNOW YOUR CLIENTS? by Curtis Pearsall How well do you know your clients? Do you fully understand their needs and exposures? Knowing your clients is absolutely crucial to your...

Record-Keeping Requirements

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RECORD-KEEPING REQUIREMENTS by Bill Grieb The Occupational Safety and Health (OSH) Act of 1970 requires specified employers to prepare and maintain records of occupational injuries and illnesses. T...

How Long Should I Keep My Records?

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HOW LONG SHOULD I KEEP MY RECORDS? by Curtis Pearsall There's no single answer to the question of how long you should keep your records. A rule of thumb generally calls for a seven-year retenti...

Vehicle Safety, Part 1

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VEHICLE SAFETY, PART 1 by Bill Grieb Vehicle accidents are one of the major causes of workplace injury. They include traffic accidents and in-house accidents involving forklifts. Vehicl...

Limited Liability Companies: What You Need To Know

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LIMITED LIABILITY COMPANIES: WHAT YOU NEED TO KNOW by Gary Jacobson and Larry Morrison Limited liability companies (LLCs) have been called the greatest innovation in business ownership in ...

Firing Without Fear

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FIRING WITHOUT FEAR: AVOIDING WRONGFUL TERMINATION LAWSUITS by Beth Schroeder and Andrew Kaplan Historically, the basic rule in this country has been that an employer could discharge an...

E&O In Commercial Auto

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E&O IN COMMERCIAL AUTO by Curtis Pearsall In virtually every Commercial Lines agency, theres a good chance that most of your accounts have a Commercial Auto exposure and that you w...

Selecting Insurance Companies

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SELECTING INSURANCE COMPANIES Agents Responsibility for Company Insolvency by Carol Hammes Beware these warning signs of carrier financial instability. Financial stability is ...

The "Mother-Child" Commercial Lines Sale

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THE 'MOTHER-CHILD' COMMERCIAL LINES SALE by Alan L. Shulman, CPCU When you attempt to sell Commercial Lines, you can project yourself as either a generalist or a specialist. In virtually a...

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