A business man showcasing a graphic of a piggy bank Any handshake deals or client notes on paper will not add to the value of your agency, nor help the future integration. (Photo: Bigstock)

In an all too common and unfortunate situation, agency principals are often suddenly forced to step away from their agency due to death or disability. In this unplanned and unexpected situation, there is no "break-glass-in-case-of-emergency" option, and it can be incredibly disruptive for the ongoing agency operations. At this critical moment, the CSRs and producers are thrust into a situation they are not prepared for – managing and leading the agency.

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Agency Management