Planning is a time to reflect on the past and plan for the future. It is important to be thinking about what works well, what doesn’t work so …
Read MoreWhy Agencies Need to Improve Key Metric Measurements in Today’s Economically Challenging Times
Agency executives can greatly increase the success of their organizations if they know how many customer they have. That sounds fundamental. However, I find that most agencies do …
Read MoreThe Agency’s Seven Deadly Traps
The Agency’s Seven Deadly Traps are the obstacles that most often undermine an agency’s ability to realize it’s Best Version Possible (BVP). Now I doubt that many agencies …
Read MoreWhy a Unique Perpetuation Model Still Stands Strong
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 MoreWhat’s Next for Your Agency Perpetuation Plan?
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 MoreAgency Perpetuation: What’s Your Plan
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 MoreAgency Succession Planning
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 …
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