In the dynamic world of insurance, producers — commonly known as agents or brokers — stand at the intersection of...
Articles by Catherine Oak and Bill Schoeffler
In our modern world of rapidly advancing technology and complex corporate structures, it’s absurd to consider looking toward the distant...
Agency owners must watch and learn about major trends when they start. Following are the eight key trends that insurance...
When an agency owner decides to sell, there are a plethora of buyers to choose from. A seller should narrow...
As the M&A frenzy continues, buyers keep pushing the envelope when it comes to agency value. The private equity firms...
To paraphrase Mark Twain — reports of the demise of insurance agencies have been greatly exaggerated. The local agency has...
It is imperative for agency owners to watch and learn about major trends when they start. Following are the eight...
Personal lines production seems to be a larger focus now for property/casualty agencies today. A question that our clients often...
Mergers and acquisitions continue to occur at a very fast pace, despite COVID-19, election results, unemployment, natural disasters, etc. After...
We all know about the Pareto Principle, the 80/20 rule. It also applies when analyzing the profitability and the work...