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PRODUCTIVE EMPLOYEES by Catherine Oak, CIC, AAI The productivity of employees has a great effect on the profitability of a firm. In an insurance agency, personnel costs are in ...
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PRODUCTIVE EMPLOYEES by Catherine Oak, CIC, AAI The productivity of employees has a great effect on the profitability of a firm. In an insurance agency, personnel costs are in the 50 percent to...
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FOUR WAYS TO CUT COSTS AND INCREASE PROFITS by Bill Schoeffler and Catherine Oak Theres more of an emphasis on watching expenses today in order to return a reasonable profit. Many owne...
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MANAGING THE CLAIMS HANDLING PROCESS by Catherine Oak The claims function in a firm is usually handled in one of two ways: 1. CSRs or the producers handle the client's claims from...
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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...
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THE CLUSTER OPTION: A SHORT SURVIVAL GUIDE by Catherine Oak and Bill Schoeffler Merger, acquisition, or clustering - that is the question. ...
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SUCCESSFUL STRUCTURAL OPTIONS: MERGER, CLUSTER, OR ACQUISITION? by Catherine Oak and Bill Schoeffler The pros and cons of merging versus clustering. ...
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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...
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EVALUATING PRODUCERS by Catherine Oak The more effectively your agency evaluates and manages producers, the better for them and you. Whos responsible for sales managem...