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Aspects Of Perpetuation Management

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CompleteMarkets Editor, Catherine Oak 4/30/2013

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

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CompleteMarkets Editor, Catherine Oak 4/30/2013

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?

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CompleteMarkets Editor, Catherine Oak 4/30/2013

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

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CompleteMarkets Editor, Catherine Oak 4/30/2013

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

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CompleteMarkets Editor, Catherine Oak 4/30/2013

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...

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Managing For Proper Service

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CompleteMarkets Editor, Catherine Oak 4/30/2013

MANAGING FOR PROPER SERVICE by Catherine Oak Follow these guidelines to boost retention rates and earnings. Due to the costs of producing and servicing an account, the av...

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Managing The Claims Handling Process

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CompleteMarkets Editor, Catherine Oak 4/30/2013

MANAGING THE CLAIMS HANDLING PROCESS by Catherine Oak These ABCs of claims handling can keep your E&O exposure under control. The claims function in an agency is usually handled by ...

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Agency Financial Management 101

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CompleteMarkets Editor, Catherine Oak 4/30/2013

AGENCY FINANCIAL MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency owners are former producers, they seldom have financial management expertise. This article focuses ...

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Profit Center Accounting

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CompleteMarkets Editor, Catherine Oak 4/30/2013

PROFIT CENTER ACCOUNTING by Bill Schoeffler and Catherine Oak Is Personal Lines costing your agency money? When is it time to hire a new employee for Commercial Lines? Profit center ...

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