American Association of Insurance Management Consultants

We invite you to browse the AAIMCo library and read the works of our members. The articles and books in the AAIMCo Library are copyrighted and contain the individual and collaborative works of our Professional Members. Some of the volumes reside here on our site while others are on loan from our members and reside on their web sites. When you select the title of a volume, you will automatically be taken to it whether it is in our library or that of a member. With the exception of Standards  &  Guidelines For Appraising Insurance Agencies / Brokerages, which may be reproduced with credit to AAIMCo as copyright, please contact the author before reproducing or using the article or book for business purposes. 

NOTE: Only volumes with a ** Symbol have been peer reviewed.

All Articles
Profile photo for Lee Hoffman

SOMEBODY MOVED YOUR CHEESE - DID YOU NOTICE?

As of April 2013 Attorneys, NOT INSURANCE AGENTS, will determine what protection their clients receive as an “Additional Insured”.

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Profile photo for Al Diamond

SPLITTING CONTINGENCY INCOME IN AGENCIES

Many agencies split contingency income among owners, producers, offices, cluster partners, VIA (Virtual Insurance Agency) partners, etc.  Most do s

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Profile photo for Al Diamond

STRATEGIES TO AVOID (NOT EVADE) TAXATION IN THE PERPETUATION OR SUCCESSION OF YOUR AGENCY

Lead In -- You can’t BEAT the IRS but you can use strategies and tactics to avoid paying more taxes than you must in an agency transaction… Lin

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Profile photo for Robert E. Underdown

Structured Claim Settlements

This article originally appeared in the August 2002 newsletter riskVue.  Mr Underdown states that the best time to use structured settlements (annu

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Profile photo for Al Diamond

THE HELPER PERSONALITY: WHY SERVICE STAFF SHOULDN’T SELL INSURANCE

One of the most common situations we encounter in agencies across the country is the struggle to hire, train and manage successful producers.

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Profile photo for Al Diamond

THE INSURANCE AGENCY AS A MARKETING AND CONSULTING BUSINESS

For many years when we asked agency owners what made them “different” from their competitors they often claimed that their “service” to clients dif

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Profile photo for Edwin J. Miltenberger

The Origin and Structure of Life and Health Affinity Insurance Programs in the U.S.

The Affinity business is a $100B+ market in the United States with a long history in the life and health arena.

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Profile photo for Jon Persky

The Paper Chase

Article on employment related documents that every agency should have to mitigate employment practice claims.

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Profile photo for Jon Persky

The Paper Chase

Article on the human resource related documents that every agency should consider having to reduce EPLI exposure.

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Profile photo for Bruce  Heffner

The Problem of Relationship Inertia with the Reinsurance Broker

For many small to mid-sized companies there is the overriding element of misplaced trust in the broker and a gross misunderstanding of their own du

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