https://completemarkets.com/Article/article-post/75/Ten-Reasons-Why-Agents-Need-A-Strategic-Advisory-Board/
...r>Privately owned retail agents, wholesalers, and MGAs can benefit by creating... agent looking to sell or expand, a wholesaler looking to buy, or an MGA looki...
https://completemarkets.com/Article/article-post/2805/Insurtech-Leaders-Say-AI-Has-a-Data-Problem/
...ractical deployment. For agents, wholesalers, managing general agents (MGAs), ...e
Valuable for MGAs and wholesalers, but depends on structured dat...
https://completemarkets.com/Article/article-post/2139/CERTIFICATES-OF-INSURANCE-BEST-PRACTICES/
...&S license and are acting as the wholesaler, you are technically not the agent. Get approval from your E&S wholesaler to issue these. Many agents issue ...220;draft” and send it to the wholesaler for approval. This is acceptabl...
https://completemarkets.com/Article/article-post/2093/DON%E2%80%99T-COUNT-ON-THE-SURPLUS-LINES-MARKET-TO-SOLVE-YOUR-PROBLEMS/
...opy of the policy form from the wholesaler. Check the financ.... If you’re not sure, ask the wholesaler. Remember: there’s no Gu...
https://completemarkets.com/Article/article-post/702/Variable-Questions-And-Some-Answers/
...port for registered reps through wholesalers. So mutual fund availability/supp....
Unlike mutual funds which provide wholesalers to support the sales activitie...
https://completemarkets.com/Article/article-post/1711/ZEROING-IN-ON-SPECIFIC-PROSPECTS/
...s L. 5 -- Auto Parts Wholesalers M. 5 -- Air Conditioning & Refrigerator Wholesalers N. 10 -- Fast Food Busi...
https://completemarkets.com/Article/article-post/2414/Young-Agents-A-New-Business-Model-For-A-New-Generation/
...company rep who asked if I was a wholesaler or retailer. I said, 'What's a wholesaler and what's a retailer?' I never fe...
https://completemarkets.com/company/ase-insurance-services/Articles/content-package/Member-Content/TabCategory/article-post/2557/EMPLOYMENT-AGREEMENTS-%E2%80%93-DOS-AND-DONTS/
... happens if they don't want or intend to work for the new agency owner? A sale can disappear quickly if a buyer finds that not only will they lose employees, but that these people will enjoy free rein to compete against the new owners on the very book of business that's being purchased. If you're buying a book of business or an agency, make sure that the Employment Agreements, or at least the Non-Compete and Non-Piracy Clauses, are transferable. If there's any question about their transferability, make the acquisition or merger contingent on getting signed Employment Agreements with specific employees. An Employment Agreement protects both the employee (who is given specific duties and rights) and the agency. If an agency is being purchased or sold in an asset sale, this protection can become critical — we've seen wholesale departures that effectively ruined a transaction. If the sale involves stock, a strong Employment Agreement can provide a period of transition and stabilization that protects both buyer and seller. Either way, the new owner would be wise to re-negotiate a new Employment Agreement with pre-existing employees, using a legitimate form of consideration (thus avoiding any whiff of coercion) . The goal of the CompleteMarkets editor is to bring valuable content to the CompleteMarkets members. Providing content to insurance professionals to enhance their sales process, increase revenue streams, understand their clients and provide value to their agency. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole ...
https://completemarkets.com/Article/article-post/1468/ONE-SOURCE-WAREHOUSE-STOCKS-ONLY-DRUG-FREE-EMPLOYEES/
...ERS One Source Warehouse is a wholesale auto parts company in Houston, Texa...
https://completemarkets.com/Article/article-post/1093/FOLLOW-UP-ON-CERTIFICATES-OF-INSURANCE/
...on notice, etc. In Lezak & Levy Wholesale Meats, Inc. v. Illinois Employees I...