Agency Operations

After years of preaching to agencies that they should not call customers whose direct bill policies are in a “pending cancellation” state due to non-payment of premium, at least one…

Some independent contractors sell L&H insurance and split commissions with a bank-owned agency. The agency does not get a copy of any of the documentation, from application to policy. Servicing…

Here are the components of a Disaster Recovery Program (DRP) that was unfortunately missing in New Orleans and was woefully inadequate in the State of Louisiana. As critical as the…

Our Tennessee association has produced an outstanding new disaster plan that includes information on earthquakes, inland storm systems and flooding, fire conflagrations, transportation and industrial accidents, terrorism, and other types…

Planning for succession can be very rewarding IF you have the right people behind you. It can be downright dangerous if you don’t. The emotional rewards of passing your agency…

If the retirement of an owner is not planned and prepared for, both the retiree and the business could find themselves in critical positions, floundering to achieve a balance from…

Patricia Fripp, CSP, CPAE is a San Francisco-based professional speaker on the subjects of Change, Teamwork, Customer Service, Promoting Business, and Speaking Skills. She is the author of Get What…

What the heck does my company do if I die on the way to my next appointment? As the sole owner of my company, this created a dilemma. Having just…

One of the stumbling blocks we sometimes encounter in establishing a perpetuation plan is an employee (or owner) who wishes to “Retire In Place.” Rather than disassociate from the agency,…

Agencies who have Perpetuation Plans in place that will transition agency management and ownership from one generation to another often fail to properly implement the Transition Plan or do it…