https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...ative. Case law is full of E&O events involving non-owned autos that could... and taking appropriate action will prevent an E&O, but doing nothing is c...
https://completemarkets.com/Article/article-post/2785/How-Business-Loans-in-Singapore-Help-Insurance-Agents-Scale-Operations/
...keting efforts such as networking events, seminars, and trade shows, where ag...ilored business loans, Singapore’s insurance agents are better equipped to th...
https://completemarkets.com/Article/article-post/816/Who-Owns-Your-Life-Business/
...ss to the agency's insureds in the event of the agent's termination. Each prod...ent of his or her business. But the insurance records of each account and the ...
https://completemarkets.com/Article/article-post/992/DEFENSIVE-AGENCY-MANAGEMENT/
...sions for injunctive relief in the event of a breach, and specify a specific d...otal to the accounts payable due to insurance companies, including pre-bill an...
https://completemarkets.com/Article/article-post/2151/SUCCESSFULLY-GOING-BROKE/
...s are those who have the option to eventually become an owner-producer. Meani...R THE MONEY Part of the image the insurance industry has conveyed to P/C cu...
https://completemarkets.com/Article/article-post/638/Annual-Strategic-Planning/
...you time, frustration when desired events don't occur, the respect of your emp...y.
Most agents who use professional planners to get them started find that th...
https://completemarkets.com/Article/article-post/2010/SELLING-YOUR-AGENCY-C-CORPORATIONS/
...S views the process as a two-stage event, even if you see it differently. As ...prove an asset sale. An experienced planner can mix and match them to generat...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/638/Annual-Strategic-Planning/
... of your car to someone who has read a book on car repair, or to someone who's a car repair specialist? A bad brake job can cost you your life or those of your loved ones. A bad plan can cost you time, frustration when desired events don't occur, the respect of your employees, lost growth and profits, and, in the worst-case scenario, your agency. Most agents who use professional planners to get them started find that they can operate and manage their own planning within a few years. ... , many continue using consultants to provide new insights on methods of achieving their goals. THE PLANNING PROCESS Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency owner allow. Whether you use a consultant or do it yourself, the steps are the same: 1. Create Mission and Vision Statements. The owners and key managers gather to discuss what they would like the agency to be in five years. The discussions lead to two written statements: A Mission ... as well as the planning and organizational skills of the agency owner allow. Whether you use a consultant or do it yourself, Al Diamond provides the steps you'll need to take. The end of a calendar year also marks the end of the fiscal year for many insurance businesses. Those agencies that plan ahead are deep into analysis of the current year and the creation of budgets, objectives, and plans for next year and into the future. Those agents who haven't yet formalized their plans are once again asking themselves, their friends ...