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Does your year-end review include an agency audit?

from by Curtis M. Pearsall, CPCU, AIAF, CPIA, President, Pearsall Associates, Inc., and Special Consultant to the Utica National E&O Program

At the end of each year, agency ownership/management does the typical "crunching of the numbers" to assess how the agency fared. An overall review will include an evaluation of premium and policy count changes, an assessment of how well various objectives/ metrics were met and a careful dissection of the agency's financial picture. Looking at these issues, as well as producers' hit ratios and by-customer policy numbers, reveals your status from the business side of the equation. more

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