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Agency of the Month

    MAINTAINING CULTURE IN A GROWING AGENCY

MAINTAINING CULTURE IN A GROWING AGENCY

Keeping a small town feel in a big city  We all remember those mentors who helped us decide on a direction in life—a teacher, a boss, a coworker, a spouse. Well, for Brook Mahoney, it was “a great professor at the University of Iowa who lured me into this business.” And so it was that Brook graduated with a BA in Insurance and Marketing and began a career in the

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    PUTTING A NAME TO ITS DIFFERENCE

PUTTING A NAME TO ITS DIFFERENCE

Utah agency becomes risk architect for its clients’ risk management programs “We knew we were doing the right thing for our clients, but we hadn’t put a name to our difference,” says Donnette Mayer, CRA, president and chief operating officer of Universal Business Insurance(UBI), Sandy, Utah. “Our focus has always been on risk management and improving the risk profile of our commercial clients, but we didn’t always have the tools

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    BUILT FOR AGENTS

BUILT FOR AGENTS

AGENCY OF THE MONTH Florida agency becomes national powerhouse  If you build it, they will come,” apparently does not just apply to baseball. In 1988, Valli and John Ritenour started Insurance Office of America (IOA), Longwood, Florida, and built it as a place that would attract clients and employees, including top-performing agents—a place that they would never want to leave because it provided some of the best producer contracts in

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    ACHIEVING SUCCESS WITH A SPIRIT OF GRATITUDE

ACHIEVING SUCCESS WITH A SPIRIT OF GRATITUDE

A student of the industry brings other students into his agency From day one at the agency, I have been a student of the insurance business,” says Ben Patterson, CIC, CRM, who joined Patterson & Associates Insurance Agency, Inc., Richardson, Texas, as its fifth employee in 1996. “I joined the agency straight out of college. It was started in 1983 by my father, Ron, and was still a relatively small

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    Learning in the School of HARD KNOCKS

Learning in the School of HARD KNOCKS

Third generation learns by doing as principal “retires” after six months The Wilkinson Insurance Agency in White House, Tennessee, was founded 60 years ago by J.M. Wilkinson as a sideline, to supplement his banking salary. Manley, as he was called, was manager of Farmers Bank and had studied banking. But he saw that having the ability to offer insurance to his banking customers was a win-win that provided clients with

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