Account managers are the backbone of an agency. Account managers (AM) are also called customer service representatives (CSR) and are...
Articles by Catherine Oak and Bill Schoeffler
Regardless of agency size, sometimes it is difficult to get access to all the markets that might be needed for...
The insurance industry is so intertwined into the economy and society, that just about any noticeable change in either will...
As the M&A frenzy continues, buyers keep pushing the envelope when it comes to agency value. The private equity firms...
The workforce is faced with a generation gap. Baby boomers are retiring at the rate of 10,000 per day. Generation...
There is no end in sight. How can our insurance industry keep the incredible pace of high-valued acquisitions happening? It...
Typically, financial management is learned on the job rather than through formal training. Agency owners frequently start off as producers,...
When it comes to business management, there are “best practices, “bad practices” and then there is “what works for the...
In May, one of our agency clients, Milestone Risk Management & Insurance Services in Irvine, Calif., (Ron & John Hoefer)...
Let’s face it, insurance is a commodity. The insurance consumer will not see any significant value difference between insurance companies...