Signs an Insurance Practice is Failing  

Oleh:

Alexander, Neil

Jenis: Article from Bulletin/Magazine
Dalam koleksi: Journal of Accountancy vol. 193 no. 6 (Jun. 2002), page 97.
Topik: INSURANCE; signs; insurance; practice; failing

Ketersediaan

Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.14 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada

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Bob Adams punched the buttons on his cell phone. “Hi, Mary, it’s Bob Adams, your CPA firm’s insurance partner. My calendar says we had a three o’clock with your client to discuss $10 million in life insurance.” “Ah…right, Bob. I canceled that meeting. I showed your analysis to another insurance agent not affiliated with our firm. He said it was wrong and that your commissions were way out of line.” “You should have told me. There’s always something we can do - lower the premiums, adjust the terms.” If your CPA firm has an insurance practice, you already may have been part of such a conversation. If not, it’s probably in your future unless you take steps to prevent it. CPA firms that already have an insurance affiliate - or those contemplating setting one up - need to recognize the symptoms that ultimately lead to failure. Bumps in the road don’t necessarily mean the relationship is doomed. However, all parties need to know how to spot the signs that a firm’s insurance practice is failing and what steps to take to prevent it.

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