Part 1: Setting Your Course It is that time of year again; time to develop the firm’s annual sales and...
Articles by Catherine Oak and Bill Schoeffler
How to Keep Problems From Turning Into Claims We have all had experiences in our lives where we look back...
How to Use Surplus Lines Brokers and Managing General Agents Recent estimates show that about one third of all commercial...
Agents Must Expand Their Technology Horizon to Exploit the ‘Value Gap’ MarketScout presented its second eInsurance Symposium in Dallas, Texas,...
How to Create a Fast, Effective One-Page Agency Plan The fall is a good time to plan for the New...
10 Common Agency Woes and How to Fix Them The typical agency has at least a few persistent problem areas...
Systematic Processing Allows Producers to Do What They Do Best … Sell Catherine recently had a total knee replacement by...
Catherine recently attended a CIC Ruble seminar on Sales & Marketing in San Diego, Calif. The instructors were all very...
Family businesses can be a blessing or a disaster. The root of a well-run family business is grounded in treating...
Hiring employees is a process crucial to the success of a business. Finding and keeping a good producer is even...