https://completemarkets.com/Article/article-post/1909/A-RELATIONSHIP-AUDIT/
...s, joint ventures, and strategic alliances. If business alliances can be compared to marriages, will ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/mergers-acquisitions/
... ) Best Mergers & Acquisitions Practices This content has not been rated yet. CompleteMarkets Editor , Tom Doran 4/30/2013 12:00:00 AM BEST MERGERS & ACQUISITIONS PRACTICES by Tom Doran Two in three transactions erode shareholder value rather than increase it. Given these odds, how can you succeed with an agency acqui.. All Articles by CompleteMarkets Editor Comments (0 ) Forming A Strategic Alliance This content has not been rated yet. CompleteMarkets Editor , Carol Hammes 4/30/2013 10:36:15 PM FORMING A STRATEGIC ALLIANCE by Carol Hammes A major challenge facing the Independent Agency System today is to provide quality products and services in a more cost effective and user-frien.. All Articles by CompleteMarkets Editor Comments (0 ) Judge Judy Rules On Banks, Insurance -And A Consumer ... Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All mergers acquisitions Articles tagged with mergers acquisitions Back A Relationship Audit This content has not been rated yet. CompleteMarkets Editor , Michael Manes 4/30/2013 10:42:27 PM A RELATIONSHIP AUDIT by Michael Manes Before the agency marriage, both parties need to answer these questions. The article was thought provoking.. All Articles by CompleteMarkets Editor Comments (0 ) Agency Valuation, Mergers & Acquisitions: Is It A New Day? This content has ...
https://completemarkets.com/Article/article-post/954/AGENCY-COMPANY-RELATIONS-COMPANY-CONTRACTS/
...ning the contractual and working alliance. Decisions must be based upon mutua...
https://completemarkets.com/Article/article-post/2154/CLUSTERING-REVISITED/
...l owners, they sought to form an alliance that would place them in a collectiv...
https://completemarkets.com/Article/article-post/2042/HIPAA-AND-SMALL-GROUP-HEALTH-PLANS/
...ate in local, state, or regional alliances that of key stakeholdersfocus on un...aintenance. Conduct ongoing security audits, monitor changes to regulations, a...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/954/AGENCY-COMPANY-RELATIONS-COMPANY-CONTRACTS/
... more upon the concurrence of strategic business plans. Companies or agencies, however large, can no longer strive to be all things to everyone. Part of finding the appropriate niche is to identify partners who have carved out that same turf. What it all boils down to is that agents and companies must be more selective about their key relationships and more professional in establishing and maintaining the contractual and working alliance. Decisions must be based upon mutual need within the context of the most efficient way to provide necessary insurance products and services to the individuals and businesses that recognize the "value-added" that the Independent Agency System offers. Companies that continue to treat agencies with thinly veiled contempt or try to impose contracts and guidelines will decline unilaterally. The increasingly professional and business-oriented agency principals will see to this! ... pay account balances? This can be a major issue since some companies are lowering the time to 30 days from the traditional 45 days and are requiring payment even though they might not have been able to get the policy correctly issued yet (hard to believe isn't it?) . Do you have to pay their account or can you use your own account current? What is the agency's liability for audit premiums? Do you have at least 45 days (hopefully 60) to turn the responsibility back to the company? If you have been offered a preferred contract, what are you getting that is of value to your agency? There are almost always substantial volume commitments that must be met, sometimes in Life insurance as well as Property/Casualty. Will the preferred underwriting pricing/servicing or ...