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Articles
2015 and Beyond – TAAR – September 2009
Wednesday, December 30th, 2009
In October 2008 I attended the ReSource Pro Innovation Summit in Qingdao, China. The attendees were led through a number of activities which had them thinking and planning for the agency of 2015. Every attendee that I have spoken to said that this meeting was phenomenal in opening their eyes and minds to how to plan and think about the future. There were both wholesale MGAs and retail agencies involved in this summit. However, as a group they came to same common themes.
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First Look – Aspire Agency Management System – TAAR – July 2009
Wednesday, December 2nd, 2009
I did this first look article for the Aspire agency management system product a number of months ago. Since then, they have gone “live” with a number of test agencies and continued to finesse this product. However, the article still contains a lot of relevant information. I invite comments and questions pertaining to this article. For questions specific to the Aspire system, I will ask the management team of Impowersoft for a response.
Technorati Tags:
Insurance Agency management system, Impowersoft, Aspire, technology, insurance agency workflows
ReSource Pro Review – TAAR – January 09
Wednesday, November 18th, 2009
I first heard about ReSource Pro from one of my clients in early 2007. My client asked my what I thought about them outsourcing some of their processing to China. Here is the article I wrote that share my views and those of my clients about this firm.
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The Future of the Independent Agency – TAAR – May 2009
Wednesday, August 19th, 2009
As I travel the country, the first question I hear when I visit an agency is, “Where is the insurance industry headed?” Of course, nobody has the exact answer to that question. I believe I need more knowledge about what is going on in the reinsurance and insurance carrier worlds to be able to offer a view of what the future might hold.
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Agency Culture – TAAR – March 2009
Monday, August 10th, 2009
I’ve written about agency culture before, but it’s an issue that continues to resurface. Culture affects singular and multi-agency locations alike. Some offices in a multi-location agency can be perfectly healthy, while others are broken. The same is true within a singular location.
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The Power Of The Positive Audit Part II – TAAR – November 08
Monday, June 15th, 2009
I want to tell you the story of the “Perfect Agency”. This story is based on an actual agency that I audited for their E&O carrier several years ago. The E&O carrier instructed the auditors to find holes in the agency’s processes that might lead to E&O claims.
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The Power of the Positive Audit Part I – TAAR – September 08
Sunday, May 10th, 2009
Last year when I attended the “Building Winning Teams Workshop” with Patrick Lencioni, he introduced his newest book, The Three Signs of a Miserable Job. Now, at this point, you’re probably think, “Oh no! I don’t want my staff to see this!” Well the book isn’t really for your staff – it’s for management.
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Agency Staff Perpetuation – TAAR – July 08
Tuesday, July 1st, 2008
A few years ago, an acquaintance (who is of retirement age) decided to work three days a week in lieu of full time. She intended to maintain this work arrangement for several more years.
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The Quest for the Perfect Proposal – TAAR – May 08
Thursday, May 1st, 2008
Proposals are a hot topic. When I work with or audit an agency, I heard a number of issues related to proposals.
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Reading Goes Digital: The Kindle – TAAR – March 08
Saturday, March 1st, 2008
In November 2007 I read Michael Hyatt’s blog, “From Where I Sit” (www.michaelhyatt.com/fromwhereisit/) about his first impressions of the Kindle (Amazon’s portable reading device that enables you to wirelessly download books, newspapers, blogs, and magazines).
