Most insurance agency owners are driven by relationships, sales, and client service–not a passion for accounting. Yet, neglecting financial oversight...
Articles by Catherine Oak and Bill Schoeffler
What will the insurance agency business model look like 10-15 years from now? Today, several key trends are already shaping...
We get many calls about valuing small books of business and if it is worth it to do a valuation....
The insurance consumer will not see any significant value difference between insurance companies and insurance agencies. Products, price, and service...
Last month’s column discussed the reasons to perpetuate a firm, the four common techniques to transfer ownership, pros and cons,...
Perpetuation planning should begin long before owners want to retire. The four major techniques to transfer ownership of a business...
Whether an agency owner is looking to streamline their operation to do their annual budget, make more profit, or ascertain...
Understanding the strengths and weaknesses of your team is crucial–especially for insurance agency owners. Recognizing personal limitations allows leaders to...
This article follows Part One from last month and covers group benefits and health insurance, the effects of natural disasters...
Agency owners must observe and learn about significant new trends in the insurance industry. The following are three critical industry...