In the past year, we have completed or are still in the middle of at least six business valuation and perpetuation cases involving family members or key employees …Read More
Timing is everything.
That statement could apply to many things in life but when it comes to transferring insurance agency ownership from one family member to another the …Read More
In the insurance agency system, it’s no secret that right now many agencies are merging or being acquired, increasingly by private equity firms. For some, this is a …Read More
You’ve built a successful agency and are now starting to look ahead to retirement. What’s your exit plan? What do you need to start thinking about today as …Read More
As the owner of an independent insurance agency, people count on you to make the right decision for their security – your customers, your carriers, your employees and …Read More
Most agency owners dream of either selling their company or passing it onto the next generation. Whatever the plan, the goal is a successful transition for all involved. As …Read More
Insurance claims solutions provider Audatex has launched a vehicle diagnostic tool designed to perform thorough checks on a vehicle’s onboard computer systems.
The Audatex Vehicle Health Check (VHC) …Read More
As more bots handle claims and perform underwriting tasks, should human employees be concerned? Human industry experts say there’s no need to worry.Read More
For the last five or so years, industries ranging from financial services to retail have moved the term “customer engagement” from buzzword to broken record. In 2013, a …Read More
In today’s world, Internet-enabled devices and systems use technology to make sure we can track and communicate with anything, at anytime, from anywhere. In fact, a new Frost …Read More