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Management

    KEY LEGAL AND FINANCIAL COMPONENTS FOR AGENCY PERPETUATION

KEY LEGAL AND FINANCIAL COMPONENTS FOR AGENCY PERPETUATION

Maximize the value of your agency by treating it like a business In the June issue of Rough Notes, we discussed the key operational components to consider during the agency perpetuation process to maximize value. Operations are key to value, but there are also several financial  and legal items to consider. All agencies will eventually perpetuate. As an owner, do you acknowledge this reality and do you operate your business

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    Managing Workplace Political Discussions

Managing Workplace Political Discussions

The fine line between sharing opinions and verbal bullying The Innovative Workplace By Laura Kerekes, SHRM-SCP, SPHR With the presidential election cycle in full swing and candidates talking about hot human resources topics like immigration, wages, and healthcare, some employees are discussing the candidates and their platforms during the work day. These kinds of conversations have the potential to create camaraderie or become divisive; the last thing any employer wants—or

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    Goodbye agent and broker. Hello outsourced risk manager.

Goodbye agent and broker. Hello outsourced risk manager.

It’s time to step up your game and focus on risk Beyond Insurance By F. Scott Addis, CPCU, CRA A few years ago I had the opportunity to speak in a conference setting to 100 or so CFOs in the Philadelphia area. While I was asked to present on the state of the property and casualty industry, I took the liberty of asking each participant to complete the following five-question

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    THE BERMUDA TRIANGLE OF RISK

THE BERMUDA TRIANGLE OF RISK

Help your clients avoid problems that could suck their businesses into a storm Risk Management By Randy Boss, CRA, CRM, SHRM-SCP For more than 70 years, a zone of 500,000 square miles in the Atlantic Ocean, triangulated among Puerto Rico, Florida and Bermuda, has been known as the Bermuda Triangle. This area has been linked to the mysterious disappearance of ships and aircraft dating back to 1945, when five U.S.

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    THE IMPACT OF ARTIFICIAL INTELLIGENCE ON DIGITAL MARKETING

THE IMPACT OF ARTIFICIAL INTELLIGENCE ON DIGITAL MARKETING

Put this technology to work to boost your agency’s SEO Tactical Tech By Chris Paradiso, CPIA It’s been a bit of a game changer in the digital world. Yes, artificial intelligence (AI) is now influencing marketing, and in more ways than one. As we watch technology rapidly advance around us, it’s up to us as independent agents not only to keep up with the times but also to push the

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