Power of the Mastermind: Part Two May 20, 2024 By Catherine Oak and Bill Schoeffler Editor’s note: The following article is a continuation of Part One, published in Insurance Journal’s May 6, 2024, issue in...
Power of the Mastermind: Part One May 6, 2024 By Catherine Oak and Bill Schoeffler What is a mastermind group? A mastermind group is simply an alliance of two or more individuals dedicating themselves to...
M&A Due Diligence: Understanding the Issues and Solutions to the Pitfalls April 1, 2024 By Catherine Oak and Bill Schoeffler Mergers and acquisitions in the insurance industry continue steadily despite a slowdown due to COVID-19 and higher interest rates. After...
The Future of Insurance Agencies March 18, 2024 By Catherine Oak and Bill Schoeffler There is a traditional proclamation made following the accession of a new monarch in various countries that simultaneously announces the...
Performing Your Agency Report Card February 5, 2024 By Catherine Oak The beginning of a new year with all the related planning is a perfect time to take a look back...
Industry Trends to Exploit for 2024 December 4, 2023 By Catherine Oak and Bill Schoeffler Agency owners must watch and learn about major trends when they start. Following are key trends that insurance agencies should...
Merging Producer Development and Compensation in Insurance Agencies to Cultivate Success November 6, 2023 By Catherine Oak and Bill Schoeffler In the dynamic world of insurance, producers — commonly known as agents or brokers — stand at the intersection of...
10 Basic Tenets for Successful Family Owned Agencies October 2, 2023 By Catherine Oak and Jules Turney The presence of family run businesses continues to play a major role in the U.S. economy. From rural mom and...
Lessons from the Stone Age September 4, 2023 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...
Effective Sales Management & Monitoring Producer Performance August 7, 2023 By Catherine Oak Who is responsible for sales management in most firms? Often the task falls to the owner or the top producer...