LOSS PORTFOLIO TRANSFER: MIDDLE MARKET SOLUTION
ARTful MEASURES Agents and brokers can share this technique with their clients In today’s capital-rich financial environment, risk managers, corporate...
WINNERS HAVE A PLAN—AND THEY’RE HUNGRY
Acquisition Acumen Acquiring agencies requires a strategy, starting with an appetite In December 2016 I laid out the housekeeping that...
WHY YOUR CLIENTS NEED EMPLOYEE HANDBOOKS
The Innovative Workplace Help them understand the need for this vital communication tool Why are employee handbooks important? Does each...
Stuck? Is Your Agency in Need of Business Process Reengineering?
Beyond Insurance Dunkin’ Donuts model offers valuable guidance After successfully operating the Industrial Luncheon Service, which served factory workers during...
YOUR SECRET WEAPON: BIG DATA
Agency Financial Management Put this trend to work and build volume and profits Only a handful of today’s independent agents...
