Agency owners must stay informed about significant new trends in the insurance industry. The following is part two of a...
Articles by Catherine Oak and Bill Schoeffler
Agency owners must stay informed about significant new trends in the insurance industry. The following is part one of a...
Who is responsible for sales management in most firms? Often the task falls to the owner or the top producer....
Most insurance agency owners are driven by relationships, sales, and client service–not a passion for accounting. Yet, neglecting financial oversight...
What will the insurance agency business model look like 10-15 years from now? Today, several key trends are already shaping...
We get many calls about valuing small books of business and if it is worth it to do a valuation....
The insurance consumer will not see any significant value difference between insurance companies and insurance agencies. Products, price, and service...
Last month’s column discussed the reasons to perpetuate a firm, the four common techniques to transfer ownership, pros and cons,...
Perpetuation planning should begin long before owners want to retire. The four major techniques to transfer ownership of a business...
Whether an agency owner is looking to streamline their operation to do their annual budget, make more profit, or ascertain...