“The Check-Up from the Neck Up” – Our agency analysis is done for agencies in distress as well as for agencies on an on-going success track. We review all systems, procedures and processes, evaluate financial reports and books of business and interview all employees, either singly or in groups. The purpose of the Agency Analysis is to identify all opportunities for enhanced performance in an agency.
Related PIPELINE articles:
- “AIN’T NOBODY’S FAULT BUT MINE”
- 2015-2016 Composites of Agency Operations
- 2016- Composite Group #1
- 2016- Composite Group #2
- 2016- Composite Group #4
- 2016 COMPOSITE GROUPS
- 2016- Table 2- Gross Profitability
- 2016- Table 3- Productivity
- 2016- Table 4 Historical Productivity
- 2016-Composite Group #3
- AGENCY CONSULTING GROUP HIRING SYSTEM
- AGENCY VITAL SIGNS
- AN EXPLANATION OF TREASURY STOCK ON A BALANCE SHEET
- ARE YOU MAXIMIZING YOUR GROWTH?
- BALANCE SHEET LIQUIDITY RATIOS
- BALANCE SHEET LIQUIDITY RATIOS – PART THREE
- BALANCE SHEET LIQUIDITY RATIOS PART TWO
- CARRIER RETURN RATIO – HOW MUCH LEVERAGE DOES YOUR AGENCY HAVE FROM ITS CARRIER RELATIONSHIPS? CONTINGENCY RATIO (CR) AND TOTAL CARRIER RETURN RATIO (CRR)
- CASHFLOW PROJECTIONS
- Definition of terms
- GOODWILL ENTERPRISE AND PERSONAL IN DIVORCE SITUATIONS
- Gross Profitability Relativity
- HOW A TRUST RATIO CAN FOOL YOU
- How to Benchmark Your Agency
- IS EBITDA A VALID WAY OF LOOKING AT INSURANCE AGENCY VALUE?
- MEASURING THE HEALTH OF YOUR AGENCY HOW TO READ YOUR BALANCE SHEET AND WHAT IT MEANS
- MOTIVATION AND DE-MOTIVATION
- Once And Done
- Projecting Cash Flow – Killing The Bogeyman
- REINVENTING THE INSURANCE AGENCY
- SHOULD YOU BE A PROGRAM MANAGER?
- THE MOST IMPORTANT TRENDING STATISTIC ROLLING 12 MONTH DATA COMPARISONS
- UNDERSTANDING YOUR AGENCY
- VALUE OF HEALTH INSURANCE AGENCIES CONSIDERING THE ACA
- VALUING YOUR AGENCY TANGIBLE NET WORTH AND WORKING CAPITAL
- What we do: Agency Analysis
- WHEN IS A SMALLER AGENCY WORTH MORE THAN A LARGER ONE