https://completemarkets.com/Article/article-post/2069/THE-CLUSTER-OPTION-A-SHORT-SURVIVAL-GUIDE/
The Cluster Option: A Short Survival Guide
THE CLUSTER OPTION: A SHORT SURVIVAL GUIDE ...f given a choice between merging and clustering, a merger is the best way to e...
https://completemarkets.com/Article/article-post/2068/SUCCESSFUL-STRUCTURAL-OPTIONS-MERGER-CLUSTER-OR-ACQUISITION/
...ssful Structural Options: Merger, Cluster, Or Acquisition?
SUCCESSFUL STRUCTURAL OPTIONS: MERGER, CLUSTER, OR ACQUISITION? by Catherine O...f given a choice between merging and clustering, a merger is the best way to e...
https://completemarkets.com/Article/article-post/2079/FINDING-A-COMPATIBLE-BUSINESS-COMBINATION/
...ger, acquisition, or some type of cluster arrangement with another firm or a p...es in agency management, automation, clustering, errors and omissions, evaluat...
https://completemarkets.com/Article/article-post/959/CENTRALIZING-CUSTOMER-SERVICE/
...nless they join an administrative cluster). Larger firms with Personal and sma...p, was one of the Independent Agency System’s most widely respected ...
https://completemarkets.com/Article/article-post/340/Agency-Perpetuation-Agents-Must-Go-Back-To-The-Drawing-Board/
...sion on ownership-keep/sell/merge/cluster/split-and then to an operating plan ...ar a relationship to the day-to-day operating problems of your agency. Again, ...
https://completemarkets.com/Article/article-post/401/10-Steps-To-Overcome-Competition/
...e competition through mergers and clusters. I'm not averse to either mergers or clusters, unless the reason for the change i...s develops a camaraderie and support system that has proven to be a mainstay i...
https://completemarkets.com/Article/article-post/760/Creating-Your-Business-Plan/
...y perpetuation, sale, or a merger/cluster.
Finally, we must have a plan for p...’t get this data from the management system, it needs to be uncovered the old ...
https://completemarkets.com/Article/article-post/2573/Characteristics-of-the-Most-Successful-Independent-Agencies/
...agencies together into mergers or clusters.
Automation advances, including better communication with company systems, as well as improved education and t... to have a state of the art computer system. Your employees need to know how t...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1740/PLANNING-A-SURVIVAL-TOOL/
... changes in the area (for example, the energy slump in oil states, or recessions driven by real-estate slumps), and, more important, for the continuation of our agencies, whether by internal perpetuation, sale to a third party, or a merger/cluster. You must have a plan for profit because of the ever-increasing expense of automation and such everyday overhead expenses as Group Health, training, and education. Actually, the reasons to plan are endless, based on a particular agency's configuration of needs. &# ... , every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. &# 160 What plan? ' you ask. &# 160 Not one single agency with which we consulted had a written plan for the current operating year. A few had some note in the desk drawer, but no plans had been formalized and shared with the agency staff. This is not, unfortunately, a very good record, but we think it is typical and may explain why so many agencies ... DATA &# 160 If you have never done formal planning, beginning the process is the most difficult part. You will need the following data for your analysis: &# 160 Financial information for the past three years &# 160 All statistical reports from your automation system for the past calendar year, and this year to date. &# 160 As much data as you can accumulate on the strengths and weaknesses of your agency staff &# 160 Once you have collected your data, you will need to proceed in an orderly ...
https://completemarkets.com/Article/article-post/1740/PLANNING-A-SURVIVAL-TOOL/
...ale to a third party, or a merger/cluster. You must have a plan for profit bec...istical reports from your automation system for the past calendar year, and th...