magazine-20-Oct

By: Volume: 117, Issue: 10

How agents are putting growth and long-term strategy at the center of perpetuation plans.

Agency principals are understandably nervous. The pandemic has upended business and created uncertainty. How do you plan for 2021 when there are so many unknowns?

Before buying or selling an agency, thinking about errors & omissions issues beforehand will help avoid difficulties down the road.

While scheduling continuing education courses to keep training and certifications up to date for 2020 and beyond, agents must forgo the usual in-person classes due to lockdown restrictions.

Adopting the latest innovation goes hand in hand with big changes—and that can be difficult.

Long-term relationships are central for brokerage saying “yes” to personal and commercial challenges in 190 countries.

Frank Pingelski credits his military career with developing his philosophy for serving insurance clients. Contingency planning for hazardous operations in the army “correlates a lot to the risk management side of insurance,” he says.