https://completemarkets.com/Article/article-post/2021/HOW-TO-BUY-SELL-MERGE-PERPETUATE-AN-AGENCY-II/
https://completemarkets.com/Article/article-post/959/CENTRALIZING-CUSTOMER-SERVICE/
...e center. Insurance agencies are an class='cm-highlight'>uniquean>, so don't assume they should all use ... principal an class='cm-highlight'>ofan> The Middleton Group, was an class='cm-highlight'>onean> an class='cm-highlight'>ofan> the Independent Agency System’s most widely respected management consultants. She will be sorely missed.
https://completemarkets.com/Article/article-post/1093/FOLLOW-UP-ON-CERTIFICATES-OF-INSURANCE/
...ts, there are exceptions based on an class='cm-highlight'>uniquean> circumstances. In addition, a certifi...e in every aspect an class='cm-highlight'>ofan> agency management an class='cm-highlight'>andan> marketing. Many an class='cm-highlight'>ofan> these faculty members are available for in-house training or consulting.
https://completemarkets.com/Article/article-post/2023/HOW-TO-BUY-SELL-MERGE-OR-PERPETUATE-AN-AGENCY-INTRODUCTION-%E2%80%93-PART-IV/
https://completemarkets.com/Article/article-post/633/Do-Advertising-And-Marketing-Work/
...ork for you. Every agency has its an class='cm-highlight'>uniquean> marketing areas, products, an class='cm-highlight'>andan> compet... say the same thing about our products an class='cm-highlight'>andan> services?
https://completemarkets.com/Article/article-post/259/Establishing-Agency-Value/
...arket value. Every buyer is in a an class='cm-highlight'>uniquean> situation an class='cm-highlight'>andan> will assume different r... in most situations. Every agency is an class='cm-highlight'>uniquean>, so treat every merger an class='cm-highlight'>andan> acquisition as a an class='cm-highlight'>uniquean> opportunity to maximize your pran class='cm-highlight'>ofan>its an class='cm-highlight'>andan> goals.
https://completemarkets.com/Article/article-post/908/NEW-BUSINESS-DEVELOPMENT-ITS-MORE-THAN-SALES/
...ans giving serious thought to the an class='cm-highlight'>uniquean> challenges an class='cm-highlight'>ofan> your market an class='cm-highlight'>andan> spendin..., client-centered marketing, activity, an class='cm-highlight'>andan> customer service. These are the keys to effective new business development. With them, you have a sure win. Without them, well, as the farmer told the city slicker asking for directions, 'You can't get there from here.' Reprinted with permission from The Insurance Record, Aug. 4, 1994.
https://completemarkets.com/Article/article-post/2372/Payday-WhatS-An-Agency-Owner-Worth/
...nly a guideline. Every agency has an class='cm-highlight'>uniquean> needs that change over time, so it's ...o planning. Every piece fits together, an class='cm-highlight'>andan> the more you know about where you want the agency to go, the better prepared you'll be for making decisions about compensation.
https://completemarkets.com/Article/article-post/528/Your-Seven-Step-One-Day-Marketing-Plan/
... Does my market want or value my an class='cm-highlight'>uniquean> competitive an class='cm-highlight'>ofan>fering?
STEP 2 — UNDERSTan class='cm-highlight'>ANDan> YOUR CUSTOMER
Knowing your customer in...e most important document to which you an class='cm-highlight'>andan> your team members will ever refer.
Happy planning!
https://completemarkets.com/Article/article-post/1011/COMBINING-INSURANCE-AND-FINANCIAL-SERVICES-REALITY-CHECK/
... more than a little nervous. The an class='cm-highlight'>uniquean> relationship between an independent agency an class='cm-highlight'>andan> its suppliers is also hard for bankers to understan class='cm-highlight'>andan>. The focus on meeting premium volume c...he agency principals, their customers, an class='cm-highlight'>andan> their employees remains to be proven.