A few years ago, Catherine had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John...
Articles by Catherine Oak
Every insurance agency client we have today is seeing producers struggling with new production because of COVID-19 restrictions. They are...
Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of...
We all know about the Pareto Principle, the 80/20 rule. It also applies when analyzing the profitability and the work...
As merger and acquisition consultants, we wonder how long unusually high EBITDA multiples will be paid by buyers. Most of...
The coronavirus pandemic has led to various versions of lockdowns and quarantine orders, which are now being revised during the...
What makes a good and motivating producer compensation model does not need to be rocket science. The key is to...
Life has changed for everyone since the lockdown of US citizens and businesses a few weeks ago by our local...
Account managers are the backbone of an agency. Account managers (AM) are also called customer service representatives (CSR) and are...
Regardless of agency size, sometimes it is difficult to get access to all the markets that might be needed for...