There is no end in sight. How can our insurance industry keep the incredible pace of high-valued acquisitions happening? It...
Articles by Catherine Oak
Typically, financial management is learned on the job rather than through formal training. Agency owners frequently start off as producers,...
When it comes to business management, there are “best practices, “bad practices” and then there is “what works for the...
In May, one of our agency clients, Milestone Risk Management & Insurance Services in Irvine, Calif., (Ron & John Hoefer)...
Let’s face it, insurance is a commodity. The insurance consumer will not see any significant value difference between insurance companies...
Employees should have continual training. They should be trained in “conflict resolution, hospitality and emotional intelligence,” according to Richard Branson...
Why Agencies Should Rethink Compensation The single largest expense in an insurance agency is compensation. Salaries, commissions, payroll taxes and...
Mistakes happen. After all, we are human. That is why insurance agencies have agency errors and omissions (E&O) coverage. Even...
It is time to take out our crystal ball and plan for 2019 and how our insurance industry will be...
On the first day of Christmas, the agency owner said to staff: “Our growth was phenomenal this year, thanks to...