Some principals have sold during the pandemic; others have hit the pause button, Dave says. In any case, this summer is an excellent time to review how your firm handled the crisis. Dave also discusses how agencies took advantage of the Payroll Protection Loans and his bank’s experience in dealing with them. He wraps up by offering specific actions that owners must take ASAP.
These actions will be sure you retain employees and customers, document some pandemic lessons, and position your firm to grow.
You can hear the podcast here: https://www.insurancejournal.tv/videos/18469/