Agency Management

I have unfortunately worked with the families, estates and partners of several agency owners who have passed away. Most, but not all, of the deaths occurred unexpectedly. In all cases,…

Below is a listing of Virtual University articles that have been rewritten from a consumer perspective. These articles are provided in Microsoft Word format, except where noted, and were developed…

Below is a listing of Virtual University articles that have been rewritten from a consumer perspective. These articles are provided in Microsoft Word format, except where noted, and were developed…

This article was a June 2003 Survey from Your “VUPoint”. Here are your opinions about “Certificate vs. Policy Limits”.

Yes, they’re failing… the DotComs are going under by the droves, and if you’ve been reading the news, you’re even LESS inspired than ever to build a web site, or…

Never in my wildest dreams did I think I would be able to tell people that I made $75,000 my FIRST YEAR actively selling insurance on the Internet. And it…

When automobile claims come in we always talk to the insured about the benefits of self-insuring the loss if they can, but more and more we are seeing lawsuits being…

Email evidence was a highly publicized part of the Microsoft antitrust case, with both sides resurrecting chatty notes that are several years old. The case has shed light on some…

Insurance agencies have their own unique business attributes. For appraisal purposes, these attributes do not “fit the mold” that is used by the business appraisal community in general. Part of…

Insurance agents have become increasingly burdened with third-party requests for certificates of insurance, additional insured status, agent coverage “affidavits” or compliance checklists, and other sometimes onerous demands. Those that are…