How to Improve Communication with Insurance Companies May 19, 2014 By Rachel Schoeffler and Catherine Oak Today agents must assume an active role in establishing solid relationships with their insurance companies. The key to any good...
Use Social Media to Improve Sales April 21, 2014 By Rachel Schoeffler and Catherine Oak Today’s generation is all about social networking. Social networking has become the most popular way to network and promote business....
Managing Time is Imperative March 24, 2014 By Catherine Oak Time is the only resource we cannot recreate, but how can you optimize being “in control of time” rather than...
How to Be a High Performing Agency February 24, 2014 By Catherine Oak To be a high-performing firm, one needs to emulate what the best firms are doing and the traits that bring...
Insurance Industry Trends for Agencies to Exploit in 2014 January 27, 2014 By Catherine Oak In order to be a step ahead of the competition it is best to be proactive. One can do this...
Obamacare and Agency Value December 2, 2013 By Catherine Oak Where is the Affordable Care Act headed? Are we prepared? Who will be covered and who won’t? Are we robbing...
The Power of 98/2 Delegation November 4, 2013 By Bill Schoeffler and Catherine Oak Delegation is a critical skill for managerial and leadership success. Successful leaders and managers delegate to engage people, leverage the...
How to Value Small Books of Business & Terms October 21, 2013 By Catherine Oak Oak & Associates receives many calls about valuing small books of business, and is asked if it is worth doing...
How to Develop a Sales and Marketing Plan September 9, 2013 By Kelsey Johnson and Catherine Oak Every year a firm should develop a new sales and marketing plan. This is an essential element of strategic planning....
Acquisitions and Agency Value August 19, 2013 By Kelsey Johnson and Catherine Oak Growth by merger or acquisition is still a popular and valuable tool, despite the economy being on hard times. One...