Delegation is a critical skill for managerial and leadership success. Successful leaders and managers delegate to engage people, leverage the...
Articles by Bill Schoeffler and Catherine Oak
Oak & Associates receives many calls about valuing small books of business, and is asked if it is worth doing...
Every year a firm should develop a new sales and marketing plan. This is an essential element of strategic planning....
Using AI in Your Insurance Agency? Don’t Overlook the New E&O Risks
Presented by Risk & Insurance Education Alliance
How are you using AI at work? Are you using AI only to write emails or summaries, and feeling unclear...
Growth by merger or acquisition is still a popular and valuable tool, despite the economy being on hard times. One...
A strategic business plan is very important to assuring the success of a business. Yet only 15 percent of small...
We are all familiar with the old saying, “the only thing certain in life are death and taxes.” With the...
Each year businesses and individuals are impacted by disasters. However, a disaster does not have to be widespread to paralyze...
The traditional business plan includes short-term and long-term goals, and projections. But how do you plan when you can’t guess...
Size does matter. Small agencies can give the client a warm and fuzzy feeling, but they usually can offer only...
Finding a good, qualified producer has always been difficult. When one finds a good producer, that person might be restrained...