Agency Operations

Problem solving, innovating, cost cutting or just making things easier are all reasons why many insurance agency owners wish they had a Ouija Board at their beck and call. With…

Over and over again we encounter agencies for whom claims is and entry-level position, one combined with other clerical functions or relegated to a secondary responsibility for people who have…

Sometimes when an insurer encounters financial problems (real or perceived), cut-through endorsements may be issued. A cut-through endorsement is usually attached to insurance policies of the primary carrier by both…

With the new year now upon us, most likely many of you have set New Year’s resolutions for personal or organizational goals. And, most likely, you’ve done this in the…

I’ve been a time management disciple since my sophomore year in college when I realized that, if I didn’t become more organized and develop sounder study habits, my educational environment…

“Our agency has set up monthly staff meetings. But, it seems to be getting harder to find topics to discuss at staff meetings that will benefit all employees. I would…

One of the toughest tasks for any agency manager is determining how much work a staff person should be able to handle. Workloads in either extreme can lead to frustration…

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…