Agency Operations

We initially created our first Dashboard Report for absentee owners and “virtual” managers of an agency who wanted to know (in two pages) “everything” that were going on in their…

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…

ATMs revolutionized banking more than 25 years ago and today online banking is now commonplace. And, now a new banking product, remote deposit, is being utilized to greatly improve business efficiencies,…

Current working partners have to find a way and method of buying out a deceased or permanently disabled member. A well prepared Buy-Sell agreement prepares for this possibility. Once again,…

The differences between “purchases” and “mergers” is so great that one is forced to wonder how they became so closely related in agency management literature. The two activities are fundamentally…