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https://completemarkets.com/Article/article-post/1630/MANAGING-RISK-A-GUIDE-FOR-YOUR-BUSINESS-CLIENT-PART-2-OF-4/
...aims adjusters, loss prevention specialists, and so forth. Policy regardi...n't know can hurt you. Periodic monitoring, using all the tools mentioned above, is e...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/240/Developing-A-Marketing-Plan-In-A-Distressed-Agency/
... little cost. 5. Faxed solicitations, in my opinion, should be primarily a service to the prospect, such as an employment practices or pollution checklist with a fax response/request form attached. You can always add a byline that identifies you as a restaurant specialist with broad coverage and low rates. People get faxed solicitations all of the time, most of which get tossed. The secret to getting a response is to give them something that can be faxed back. By doing so, you are able to establish the ... distressed agency. The first step is to develop a hit list of eligible prospects. If the agency has a Sales Center, the responsibility for developing a list should rest with it. Yellow Pages, the local restaurant association, or one of the many business directory publications in your area can be the source of your leads. (The distressed agency at this preliminary stage of its recovery is probably not in a position to purchase a computer list or have a telemarketing firm start contacting them.) At the very minimum, the ... agency's healing process evolves and improves over time, so too does the marketing plan. A financial investment in marketing that does not include financial planning and some direction toward financial stability is wasted money. It's imperative that the agency reestablish itself as a viable, financially secure entity if it is to sustain growth through aggressive marketing. Once the agency is positioned for growth and able to take advantage of opportunities that always present themselves, long-range marketing planning extend the agency into the future. Login or Register (for FREE) to gain access ...
https://completemarkets.com/Article/article-post/1534/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-5/
Legal Outline For California Agencies - Chapter 5
LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical sale or transfer of an agency, the interests of the buyer and seller differ. The buyer is concerned with being able to make the payments from earnings of the business, with as little down as possible. He...an 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