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.
March 12, 2007
In our travels as consultants to the insurance industry, we have noticed that one of the more elusive “standards” or “norms” is compensation for employee benefits producers and staff. The difficulty in establishing an “average” is that the plans are …
February 12, 2007
Take out your business plan when reading this article and see if it needs to be revised and updated. If you don’t have a business plan, then this article should be used as the basis of the plan for the …
February 11, 2007
Take out your business plan when reading this article and see if it needs to be revised and updated. If you don’t have a business plan, then this article should be used as the basis of the plan for the …
January 8, 2007
An old “Seinfeld” episode portends George Costanza fed up with his string of bad luck. He figures that the things he normally chooses to do end up with something bad happening. George decides that in order for things to change …
January 7, 2007
An old “Seinfeld” episode portends George Costanza fed up with his string of bad luck. He figures that the things he normally chooses to do end up with something bad happening. George decides that in order for things to change …
December 11, 2006
The first part of this two part series described the self-analysis of the agency’s book that must precede an effective sales and marketing plan. This is accomplished by reviewing each producer’s book for the type and size of accounts and …
December 10, 2006
The first part of this two part series described the self-analysis of the agency’s book that must precede an effective sales and marketing plan. This is accomplished by reviewing each producer’s book for the type and size of accounts and …
November 6, 2006
Sales and marketing plans are an essential element of strategic planning and one tool that leading agencies use for the proper management of their business. Many carriers often require that an agency have a sales and marketing plan to receive …
November 5, 2006
Sales and marketing plans are an essential element of strategic planning and one tool that leading agencies use for the proper management of their business. Many carriers often require that an agency have a sales and marketing plan to receive …
October 9, 2006
The year is winding down and it is time to focus on goals for next year. The easy route is to take the current results and add X% for growth and improve results by Y%. A few other ideas might …