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... 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 Back Agency/Broker Profiling 4/30/2013 10:40:51 PM by CompleteMarkets Editor This content has not been rated yet. &# 160 AGENCY/BROKER PROFILING The agency profile tells the ... maintain growth of profitable books of well-controlled business. An agency profile may be used for a multitude of reasons, such as attracting carriers and markets, building specialty programs, and so on. It is also invaluable when applying for a loan from a banker or lending institution or considering a merger or acquisition. The first step in the agency-planning process is the profile: If you know where you are, you can see where you want to go-and neither is possible when you don't know where you've been. A profile makes introspective forecasting ... to include are the agency's name, mailing address, location address, telephone number, and fax number. An agency with more than one office or an associate office would want to explain any unusual relationships or situations that might raise a question. Describe the type of entity (corporation, partnership, proprietorship, etc.), listing the names and titles of the officers and owners and the ownership percentages. A statement about their respective activities in the agency is also important. If any items need additional explanation, it would be ...

...tive forecasting (production and financials) a routine process and greatly simplifies business goal setti...erform the duties he or she is best at and likes most. That concludes the rev...