https://completemarkets.com/Article/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
...old Book: A Compliance and Risk Management Procedure Program,” offered by Frie... and subjecting your agency to a loss of dollars, E&O coverage, and public opinion.
https://completemarkets.com/Article/article-post/2268/AGENCY-VALUATION-HAVE-THE-FUNDAMENTALS-CHANGED/
...rm specializes in financial and management consulting for independent insurance agencies,...(707) 936-6565 or by e-mail at info@oakandassociates.com. Reproduced by permis...
https://completemarkets.com/Article/article-post/2406/Does-Your-Agency-Have-What-It-Takes-To-Partner-With-A-Bank/
...oodwill. Quality refers more to management’s ability to effectively and succes...mpensate for the losses caused because of the partnership? From the bank’s viewpoint, any losses of agency revenue should be reflected in the price offered, if an agency is to be purchased.
These are just some of the initial questions that agents and bankers must ask and answer before even considering a re...
https://completemarkets.com/Article/article-post/2419/Positioning-Is-An-E-O-Issue/
..., ARM, who has developed a risk-management approach to writing an account. He ...an do right by her companies, clients, and agency.
https://completemarkets.com/Article/article-post/1106/20-Tips-For-Prospective-Agency-Buyers/
...
Do a thorough investigation of the agency in question. Look at: Its f...erge the new agency into the existing office. It’s important to achieve direct control.
Retain the name of the new agency by putting the acqui...
https://completemarkets.com/Article/article-post/1534/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-5/
...ot to compete with an exclusive consulting arrangement that looks like employm...uidation agreement than through a sale of stock or assets. In the case of a deceased partner, the payments may be income in respect of a decedent, suffering both estate and income tax (with