Agency Management

Let’s face it, even the best and brightest of us sometimes do dumb things and often it’s with good intentions to help a customer. But the cold, hard E&O reality…

Is too much of your staff’s time being spent responding to telephone requests for auto quotes? One agency getting 80 calls a day seeks a way out and the VU…

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…