Agency Operations

Rodriguez’ agency offers franchising opportunities to aspiring business owners with the entrepreneurial spirit. He also serves on the board of the Delaware Association of Insurance Agents & Brokers.

By making philanthropy a bona fide part of their strategy, agencies can take their community and business impact to the next level.

​Lucky is the insurance agent whose commercial client’s state of residence never changes and all their employees live and work in that same state. But, of course, life is never that simple.

A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.

Automated cash management sweep products can be a valuable tool to help agencies simplify cash inflow and outflow.

Financial literacy and fundamental business acumen are two of the most glaringly absent competencies among agency principals.

Any business where the threat of physical harm could occur on or near the premises has an assault and battery exposure. It is not limited to liquor stores, restaurants and bars.