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...
Why Agency Strategic Planning Is Important July 22, 2013 By Kelsey Johnson and Catherine Oak A strategic business plan is very important to assuring the success of a business. Yet only 15 percent of small...
New Fiscal Cliff Taxes and Insurance Agencies June 3, 2013 By Kelsey Johnson and Catherine Oak We are all familiar with the old saying, “the only thing certain in life are death and taxes.” With the...
Business Disaster Planning May 6, 2013 By Bill Schoeffler and Catherine Oak Each year businesses and individuals are impacted by disasters. However, a disaster does not have to be widespread to paralyze...
Planning for Uncertainty April 22, 2013 By Bill Schoeffler and Catherine Oak The traditional business plan includes short-term and long-term goals, and projections. But how do you plan when you can’t guess...
Why Not Cluster? March 11, 2013 By Catherine Oak Size does matter. Small agencies can give the client a warm and fuzzy feeling, but they usually can offer only...
How to Grow Your Own Producers February 11, 2013 By Catherine Oak Finding a good, qualified producer has always been difficult. When one finds a good producer, that person might be restrained...
How to Exploit Current Trends for 2013 January 14, 2013 By Catherine Oak One needs to understand and exploit current and future trends in order to be proactive. It is easy to predicate...
How to Create a Simple Business Plan for 2013 December 3, 2012 By Catherine Oak Creating a business plan does not have to be a daunting task. Yet, only about 15 percent of agencies have...
8 Rules for Family Run Businesses November 5, 2012 By Catherine Oak Family businesses can be a blessing or a disaster. The root of a well-run family business is grounded in treating...