This Agency Management Newsletter is packed with great information and is provided by the Big "I" E&O program as a member benefit.

Check out the August issue!

Fair Market Valuation vs. Going Concern Valuation


Fair Market Value: There are distinct differences between a “Fair Market Value” and a Going Concern Value of an agency. 

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The Levels of Customer Service in an Insurance Agency


Giving your best “service” to all of your clients sometimes needs different people in service roles. Learn the levels of customer service.



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Succession Planning


Perpetuation Planning defines changes in agency ownership. But Succession Planning involves much more including who would fit into each key role in the agency if the present occupant were no longer there. 


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What Do You Do When a Producer Doesn't Have Time to Produce?


What do you do when a producer’s sales slow down because “he doesn’t have time to produce?” 


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