Accounting Matters and So Does the Balance Sheet April 6, 2020 By Chris Burand I keep seeing agencies that need dramatic improvements to their accounting practices. Many such agencies are small, but not all....
Consumer Advocacy: What Do Clients Really Want? March 9, 2020 By Chris Burand I’m passionate about selling clients the coverage and protection they need, or at least helping them make good decisions about...
Why Traditional Independent Agents, Carriers Need to Partner and Align Now More Than Ever January 27, 2020 By Chris Burand Agencies and carriers need to align now more than ever. I will add a condition to this statement: Quality independent...
The Power and Failure of Anecdotes December 16, 2019 By Chris Burand Meghan Moran at Johns Hopkins University studied 263 “avowedly anti-vaccine websites …[tracking] how many made powerful use of anecdotes –...
A Few Good Tips to Consider on Outsourcing November 18, 2019 By Chris Burand I honestly do not see many agencies benefitting from outsourcing. They think they do, but their results show otherwise. Most...
New Simple Insurance Policies That Take Care of All Your Needs October 21, 2019 By Chris Burand Insurance policies are difficult to read and understand. Another name for an insurance policy is a “legal contract.” An insurance...
The Missing Value Proposition of High Quality Agents September 16, 2019 By Chris Burand I was having dinner with a close friend who is retired, has no debt and has decent wealth. He asked...
Vesting Plans and Producer Book Ownership August 5, 2019 By Chris Burand Somehow, someway, many agency owners do not seem to know that the law regarding vesting plans relative to producer book...
How ‘You Have a Duty to Read Your Policy’ Language Can Wreck a Life July 1, 2019 By Chris Burand I have seen and heard seemingly an infinite number of agents, agents’ associations, and errors and omissions (E&O) attorneys advise...
Why Agency Perpetuation Does Not Usually Work June 3, 2019 By Chris Burand Most agencies are not run as businesses. Most are run as a lifestyle. Lifestyles are personal, so perpetuation is not...