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A Disaster Plan for the Perfect Storm: How One Agency Helped their Clients after Hurricane Sandy

CIC board member, Paul Monacelli, CIC, CPIA, is an owner and CEO of ADP/Statewide Insurance Agencies, Inc., one of the larger independent agencies in the state of New Jersey. In this interview with representatives of The National Alliance Research Academy, …

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The Wizard

Enterprise Risk Management and its Relationship to The Wizard of Oz

The story of The Wizard of Oz has sparked the imagination of children and adults since American author L. Frank Baum created Land of Oz in the 1900s. The journey

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Sales Training Success Story

Overview

My business partner, Diane Masterson, and I began developing the PaceSetter Producer Development Program over 17 years ago for State Auto, a regional property/casualty insurance company, operating in 33 states only through independent agencies. Although

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Two Hurricanes, and Counting

Frank “Buddy” Seeling III, CIC, CMIP, is the President of Aparicio, Walker & Seeling (AWS), Inc., in Metairie, Louisiana. In this interview, representatives of The National Alliance Research Academy discuss with

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States of Confusion: Workers Compensation Extraterritorial Issues

As states passed workers compensation laws, each state established its unique workers compensation system. This resulted in a mishmash of laws, benefits, compensability, and eligibility from state to state.

Determining what benefits apply is complicated because

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Top Programs Begin with Top Faculty

In order to provide you with the highest quality insurance and risk management education programs, The National Alliance for Insurance Education & Research, over several decades, has developed a faculty of

Agent-Partner Education

Agent-Partner Education

West Bend Mutual Insurance Company has a reputation for eliciting strong allegiance from its agency partners. In this interview, Will Hold, CISR, Vice President of The National Alliance

Modern communication technology mobile phone

The Power of Mobility: A New Standard in Customer Service

Every prediction of the growth of smartphones and tablet usage has fallen far short in their estimates of how fast mobile device use is growing. The iPad has proven to be one

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Best Practice Considerations: Handling Claims in the 21st Century

What are “best practices”? Are there identifiable practices within the insurance industry associated with superior operating results, policyholder approval and loyalty, and employee retention and satisfaction? If so, how has the transition from a

Dollar Grabber Game

Tax Implications of Owning and Selling Agencies

It used to be so simple. Through December 31, 2012, if you sold your insurance agency you paid a flat 15% federal tax on any capital gain. As a result, sellers wanted

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