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... AGENCY THAT'S POORLY RUN OR CONTROLLED Why would an agency that's well run want to acquire one that isn't? For one thing, the buyer might hope to snap up a bargain. If the acquired agency's markets were essentially the same as those of the acquiring agency and solid planning went into the book transfer, an acquisition at the right price would make sense. If both agencies use the same automation system (not an unusual situation) this commonality would greatly simplify the book transfer. Even if the agency being acquired has failed to ... as often as possible. A producer who doesn't get involved with the computer system is probably doing things that a CSR will have to re-do later — for example, completing paper ACORD applications for the CSR to enter in the system. This dual-entry process, aside from wasting time, increases the chances of error in reproducing the information that can lead to an E&O claim. If your producers are writing out apps, train them to put this information in the computer on a "once and done" ... . An agency's financial performance is marginal or poor in comparison with its peers. Agency management doesn't require producers to be computer literate. An agency fails to account for and document activities in its system. An agency doesn't make proper use of the system's report and verification facilities. Although a number of other situations could arise, let's explore each of these: AN AGENCY PRINCIPAL DOESN'T KNOW HOW TO USE THE COMPUTER SYSTEM An agency automation system is a major investment that should help boost productivity, reduce staff dependence on other sources for information ...

...rogram, although it, too, required solid market research. The agency found tha...afety evaluations of equipment and facilities, among other things) and arrange...