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THE CONSULTANT CONTRACT by Paige Proctor So you decided to hire a consultant. You received the proposal and liked what it said. You then checked the references and decided to move the propos...
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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...
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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevit...
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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...
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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevitable. Your agency will ...
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PREVENTING PERSONNEL-RELATED LITIGATION by Paige Proctor Over the past several years, we have all assimilated changes in employment-related laws into our thinking. One at a time, we have becom...
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PRODUCER COMPENSATION: A COMMON-SENSE APPROACH by Paige Proctor The basis for a good producer compensation system for today's independent agencies and brokerages rests on two very...
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CUSTOMER CONTACT USING THE 20/60/20 RULE by Paige Proctor Effective customer contact in Personal Lines and small Commercial Lines always presents a dilemma. You know you should make reasona...
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PERPETUATION IN FAMILY-OWNED AGENCIES: PROBLEMS AND OPPORTUNITIES By Paige Proctor Perpetuation through family members is one of the most common forms of extending an agency into...
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WRITING AND CREATING YOUR AGENCY'S BUSINESS PLAN by Paige Proctor Use this proven, systematic approach to ...