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eNews & Views 

July 2010   

In This Issue:


Are you Prepared for Internal Perpetuation?

Performance Criteria for Perpetuation Candidates

Changing Your Password

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eNews & Views

MarshBerry Services

On-Line Services

Consulting Services

Mergers & Acquisitions

APPEX

The MarshBerry Letter

Carrier Partners

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Other Partners


IIA of Ohio

IA&B of PA, MD & DE

Iroquois Group

Omnia Profile

PIA of Minnesota

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Are you Prepared for Internal Perpetuation?

Answer this brief online questionnaire to see if your agency is prepared for internal perpetuation.

This informative tool is useful for those who are just beginning to think about perpetuation or for those who already have a plan in place. The questionnaire has five interactive steps addressing areas such as potential candidates, your current plan and funding.

Your responses are used to:

  • Produce a Perpetuation Score on a scale from 1 to 10
  • Compares your Perpetuation Score to an average for all agencies that completed the questionnaire
  • Outline a plan of action that helps improve your perpetuation strategy
  • Provide immediate results while online

See How Prepared You are for Internal Perpetuation

Tips & Tricks!

Changing Your Password

You can change your password for MarshBerry's Online Services website.

Once you login, there is a "Change Password" link that appears on the right-side of the bar where it says "Welcome to the MarshBerry Website" (the bar right below the MarshBerry logo). Click on the link and follow the instructions to change your password.


Go to Subscriber Website!

   

Did You Know

Performance Criteria for Perpetuation Candidates

Communicating the potential for agency ownership based upon performance criteria can enable insurance agencies to become a preferred place of employment for entrepreneurial insurance professionals.

Many agencies have found that providing key employees with the vehicle to eventually earn ownership can assist in attracting individuals with entrepreneurial spirit that will take ownership in the success of the agency. This document provides an example of criteria that can be used as a guide to qualify an employee as a perpetuation candidate.

View Performance Criteria for Perpetuation Candidates

   

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