Oak is the founder of the consulting firm, Oak & Associates, based in Northern California and Central Oregon. Schoeffler is an associate of the firm. Oak & Associates. Phone: 707-935-6565. Email: catoak@gmail.com.
October 3, 2005
During a recent project, the agency owners and the staff all agreed that the key strength of the agency was “customer service.” When asked to define “customer service” most people replied with statements like: it is calling the client back, …
August 22, 2005
Most agency owners have put their time, energy and heart into building their business. The business is a part of their life. The sale of one’s business is usually a one-time event. It therefore makes sense to take the time …
July 18, 2005
The “hard market” conditions have been gone now for a couple of years. So, usually during “soft market” conditions one expects a lot of competition from the standard markets. This, however, is not the typical soft market of the past. …
July 18, 2005
The “hard market” conditions have been gone now for a couple of years. So, usually during “soft market” conditions one expects a lot of competition from the standard markets. This, however, is not the typical soft market of the past. …
July 4, 2005
As individuals, the easiest way to see how well you are performing is to compare yourself to others. We all do it from time to time. Likewise, with businesses, comparisons are a very useful tool to check performance. The key …
February 9, 2004
Among all the things that an insurance agency owner or manager needs to pay attention to, employee productivity is often considered, but not properly addressed. This is curious because maximizing employee productivity has a direct impact on the bottom line. …
January 12, 2004
One of the basic fundamentals we stress to our clients is to be proactive, not reactive. In order to be proactive, one needs to understand and exploit current and future trends. Most trends can be predicated by understanding recurring cycles …
December 15, 2003
The New Year is a perfect time to reflect on how we have been running our agencies and restructure it to the way we should be running it. Business plans and sales and marketing plans are essential to proper agency …
December 15, 2003
The New Year is a perfect time to reflect on how we have been running our agencies and restructure it to the way we should be running it. Business plans and sales and marketing plans are essential to proper agency …