Lessons learned from the multi-year name-change effort pulled from the independent agency network’s past, present, and future By Maura C....
Preventing producer-owned books of business from becoming an unexpected hurdle in the sale of an agency By Carey Wallace There...
How a Midwest transplant came to lead one of the best agencies in Florida By Dennis H. Pillsbury “Integrity: That’s...
CONGRATULATIONS, SOUND PACIFIC INSURANCE By Dave Willis, CPIA The votes are in. Past Rough Notes cover agents and brokers have...
Understanding the nuances of different deal structures helps align decisions with goals, values, and vision for the future By Matt Naimoli...