Agency Operations

Here are three ways to improve efficiency and employee productivity in your banking, cash-management and security practices.

David Poms, president and CEO of Poms & Associates in Albuquerque, New Mexico served on the U.S. Olympic and Paralympic Committee board for eight years, in another chapter of a life dedicated to helping others.

An agency has several clients that are nonprofit private swimming pool clubs. They are looking to the agency for help to reopen safely, including advice with waivers and standard procedures.

An insured is under scrutiny by media and news outlets for what reporters are alleging is improper employee terminations. If the insured’s agent sees the news, is there any duty on the agent’s part to report the potential claim to the insurer?

How inadequate training, merger & acquisition slip-ups and faulty technology processes cost agencies.

Kansas City’s largest credit union sought to provide its 240,000 members with what it calls “financial peace of mind,” from birth to retirement and beyond, which meant an insurance agency was in order.

In 1996, Amber Bosma wanted a job and Prins needed a processor. Over the years, she worked as commercial account executive, office manager, and accountant.

A prospect bought a warehouse for $1 million. The replacement cost is $25 million but the owner only wants to protect their investment and has said they wouldn’t replace the building in the event of a total loss.