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/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/2154/CLUSTERING-REVISITED/
Clustering Revisited
CLUSTERING REVISITED by Roy Phillips Learn from this clustering success story. In the 1...ment philosophy. Whichever the case, clustering is clearly playing a role in t...
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/948/EXTERNAL-GROWTH-WITH-SUCCESSFUL-ACQUISITIONS/
...nother agency, merge with one, or cluster with several? Or is it perhaps more..., was one of the Independent Agency System’s most widely respected mana...
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/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...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/760/Creating-Your-Business-Plan/
... insurance industry) is the main reason why planning is so important. We must plan for the effects of competition, changing market conditions, economic shifts, and more importantly, for the continuation of our agencies, whether by perpetuation, sale, or a merger/cluster. Finally, we must have a plan for profit because of the ever-increasing cost of automation and such everyday overhead expenses as group health, training, and education. In reality, the reasons to plan are as endless as the individual needs of each agency. ... . Without regular follow-up, you'll see little change. Everyone knows that you can't take one golf lesson and then join the PGA Tour. It requires hundreds of lessons, practice, and regular coaching to attain this level of success. The same holds true of agency operational changes: Owners and managers must provide regular follow-up and coaching. CONCLUSION By applying these steps and disciplines, you can not only change direction, but also transform the "culture" of your agency. You might also enjoy a reduction in your premium. In ... industry. Five years ago there were 55,000 independent agencies. Today there are estimated to be somewhere between 40,000 and 43,000. This fact alone suggests that there needs to be a tremendous amount of planning within the ranks of the independent agency system. The fact is, however, that only 10% of us have a fully developed written plan that each staff member is aware of and following. That leaves 90% of agents at a critical time in the insurance industry without the necessary planning tools to ...