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The Phantom Rolls Royce

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FRAUDBUSTERS: THE PHANTOM ROLLS ROYCE by Barry Zalma In California and several other states, before a car can be insured, the agent must photograph the car and its vehicle identification number. T...

Crisis Management Plan - Operational Overview

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CRISIS MANAGEMENT PLAN OPERATIONAL OVERVIEW Prepared by: RICHARD H. SOPER, CMC, CSP Principal SOPER & ASSOCIATES, LTD. THE FREQUENTLY MISSING RISK...

Agency Valuation, Mergers & Acquisitions: Is It A New Day?

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AGENCY VALUATION, MERGERS & ACQUISITIONS: IS IT A NEW DAY? by Robbie Smith The significant loss of surplus from the 9/11 catastrophe, together with an already compelling need for r...

Post-Deal Integration With Banks: Challenges And Opportunities

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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...

Bank Lessons From Joint Ventures And Agency Acquisitions

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BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...

Changing Environment Makes High Valued Agencies Easier To Recognize

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CHANGING ENVIRONMENT MAKES HIGH VALUED AGENCIES EASIER TO RECOGNIZE by Robert Smith Stories are starting to circulate around agency/brokerage meetings, 'Did you hear what the ABC or XYZ Age...

Best Practices For Agency Managers: Look Beyond The Numbers

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BEST PRACTICES FOR AGENCY MANAGERS: LOOK BEYOND THE NUMBERS by Robert C. Smith Taking the financial and operational performance results of the Best Practices Study and building manag...

Agency Survivor: Out-Sell, Out-Market, Out-Compete!

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AGENCY SURVIVOR: OUT-SELL, OUT-MARKET, OUT-COMPETE! by Robert C. Smith Make sure that your agency doesnt get voted off the island. Mor...

Two Ways To Boost Commissions

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TWO WAYS TO BOOST COMMISSIONS by Gil Simonds Account size and quality can adversely affect the value of an agencys or producers book, due to a combination of lower revenues,...

Referrals: Let’S Talk ‘Book’ Value

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REFERRALS: LETS TALK lsquo;BOOK VALUE by Gil Simonds In the last article, after talking about how to avoid getting referrals that were less than desirable, I noted that...

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