To paraphrase Mark Twain — reports of the demise of insurance agencies have been greatly exaggerated. The local agency has...
Articles by Catherine Oak and Bill Schoeffler
What makes the difference between an average agency owner and a great one? The key is learning the skills of...
If agency owners haven’t created the annual business plan, it is not too late. It is best to take a...
A strategic business plan is very important to make sure that the business is successful. So why is it that...
For family businesses, the key is to understand everyone’s needs and expectations and then design a plan well in advance...
It is imperative for agency owners to watch and learn about major trends when they start. Following are the eight...
Most of our agency clients tell us they have a hard time finding producers. They want to know where to...
Personal lines production seems to be a larger focus now for property/casualty agencies today. A question that our clients often...
Family businesses are the backbone of the U.S. economy. There are 5.5 million family businesses in the United States. According...
Mergers and acquisitions continue to occur at a very fast pace, despite COVID-19, election results, unemployment, natural disasters, etc. After...