Pat's Outlook on the Future of Insurance Agencies

2015 and Beyond - TAAR - September 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 the came to same common themes. 09.09 2015_and_Beyond.pdf Subscribe to The Anderson Agency Report

My Most Important Noticer & Mentor

I have been reading The Noticer and it has caused me to think a lot about mentoring. By the time I was 21 years old I had been in the insurance business 3 years, but I had no idea where I was going or what a career was. I was so very fortunate while looking for a new job to find Mr. Russell Grace, owner of Russell Grace Insurance.

You Never Know Who Is Watching and Listening

Agencies tell me that they don't know what to blog about and who would be listening to them anyway. It is always interesting to me after I post a blog to watch for comments. Even when I ask an interesting question there are not always comments. Other times when I don't expect a response, I receive several.

Analyzing Processes - Why?

I am currently working on writing standards and workflows for a client on the filing of surplus lines taxes. Now this is a sticky wicket in almost any agency I visit. This used to be so easy. The broker that placed the coverage for the retail agency filed the taxes. Well, that is not the case any longer. So the workflow has just happened over the years and is jumbled and confusing.