Agency Operations

Perpetuation Planning for the Unexpected

Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.

Declaration of Independents: Ivie Isler

In 2023, Isler received the InsurPac Young Agent of the Year award for helping AIIA win its first InsurPac Eagle Award. In 2024, she received the national Young Agent of the Year Award for leadership in her local and state associations.

Agency Nation Meets: Nancy Germond

Nancy Germond, Big “I” executive director of risk management and education, is a second-generation insurance professional who has written scores of risk-management articles and a book on workers compensation.

Should a Disclaimer Be Added to an AOR Letter?

An agency is considering adding language to its agent of record (AOR) letter advising that the agency is not responsible for any deficiencies that exist in the coverage until it has a reasonable chance to review the coverages.

5 Ways a CAT Event Can Impact Agency Valuations

The increase in catastrophic events and higher loss ratios has the potential to significantly impact agencies’ profit sharing, revenue, carrier appointments and other valuation factors.

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