Most of our agency clients tell us they have a hard time finding producers. They want to know where to...
Articles by Catherine Oak
A book called “Start with Why” by Simon Sinek covered this topic and gave inspiration for this article. “When an...
If an agency owner is seriously considering selling the agency–whether in the next 12 months or the next three years–the...
There are several factors that come into play when transactions are in process, and those of us in the industry...
Picture this scenario. A couple meets and they go through the courting period. Both parties try to look their best...
Planning ahead requires an understanding of where you are now, how you got there, what works, and what doesn’t. After...
If the firm’s business planning is not complete, this is a good time to plan by reflecting on how the...
Agency owners must stay informed about significant new trends in the insurance industry. The following is part two of a...
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....