Agency Management

This may be the most important coverage article you read this year. It may be the most important coverage article you’ve ever read. Please read it. And please have your…

Partnership Marketing is the joining of two diverse organizations with a client base that can use the services and products of both. In its broadest terms the concept can apply…

An agency has both a premium trust account and an operating account at a local bank. The agency owner has been told by some other agents that separate accounts are…

When buying or selling an agency, is the value based on what the agency made in the past or what it will earn in the future? A recent call illustrated…

An agency buys a smaller agency and learns that many of their auto accounts are written at minimum limits. The agency’s minimum limits standard requires higher limits, so on renewal,…

Over the years I’ve seen many agents spend thousands of dollars on a Procedures Manual,… one you’ve bought…one you’ve paid a consultant to come in and do…or one you’ve struggled…

When producers reach a critical point, you notice that their New Business production diminishes each year. They are still active, but they spend their time managing their client relationships to…

What does buying running shoes have to do with buying insurance? Keep reading for an excellent analogy of why online buying of certain “products” is often a big mistake.

We’ve all seen the media stories about the demise of independent agents from organizations ranging from Google to Walmart getting into the insurance industry. Likewise, even our own publications refer…

Your agency has finally concluded that following up on late-paying and past-due customers is too big an E&O exposure and too expensive and time consuming to continue. You believe it…