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SACRAMENTO, Calif. – Commissioner Dave Jones today ordered the California Department of Insurance to open an investigation into recent allegations that Wells Fargo and National General Insurance improperly charged consumers for “force-placed” or “lender-placed” auto insurance for consumers who had auto loans with Wells Fargo.
Many agents have a sales process without realizing one exists. When a prospective client requests a quote, you most likely answer the phone a certain way, enter his or her information in a software program and deliver a quote by phone or e-mail. If it’s an online request, a notification is received in some form, then there’s a process to
There’s going to come a time where you will consider selling your agency. However, most agencies don’t have a perpetuation plan. Some of the toughest situations occur when an agency owner has poor health and is unable to sell their insurance agency on his or her own terms. The children are interested in the business, but don’t have the money.