Agency Management

If we look closely at companies that are doing well in the long run, they almost always have in place a well thought out and executed training program for their…

I constantly discover huge accounting errors, legal problems, and operational issues in agencies, all courtesy of professional advisors like CPAs and attorneys. Part of the problem is these advisors do…

Several excellent studies have shown that a key cause of so many loan defaults has nothing to do with the economy or with the people taking out the loans. The…

In this article, agency consultant Chris Burand explores the myth of “bigger is better.” While, in general, growth is essential for agencies to retain markets and profitability, Chris demonstrates why…

Do you believe there has been an industry shift towards short-term profits at the expense of long-term stability and service? I am writing a book on the subject, and want…

An aggregator, according to our definition, is an entity that “clusters” distribution entities together to achieve economies of scale, without assuming the autonomy or ownership from the individual owners. Consolidators…

One or a few employees seem to be congenitally late. One or more of them are even valuable or essential employees but other tardy employees are just marginal. You want…

The key to the successful agencies, even in this market, is a positive mental attitude that begins with the owners and is reinforced with a vengeance on every employee of…

Motherhood, apple pie & partnering with carriers. We all agree that these things are inherently GOOD, but what does an agency partnering with its companies imply? What are the commitments…

The components of Planning remain the same, but the importance is now on the long term goals of the company more than on the tactical (annual) operational plan. If you…