Schenectady-based Merriam Insurance, which announced the deal on Tuesday, did not disclose financial terms. The acquisition closed the previous Monday. Corporate Benefit Planning is located in Latham, NY. Carol Bowman, prior Manager of CBP, said, “We strongly believe that The Merriam Agency will continue the personalized and excellent service we have provided to our valued clients and we are pleased that The Merriam Insurance Agency is available to provide … an expanded service and product line.”
In January of this year, I took my 16-year-old daughter, Kalina, to Haiti for a short-term mission trip. I hoped that, by showing her the poorest nation in the western hemisphere, she would have an appreciation for the bounty that is ours in America. Additionally, I hoped that she would perceive an obligation to someday help those who have not been as well blessed as we Americans. Even those who are below the poverty line here in our own country have available resources that those in poverty in Haiti do not. Four years ago I took a similar trip
The MERRIAM INSURANCE AGENCY is part of an elite group of independent insurance agencies around the United States participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) “Best Practices” Study Group. Each year since 1993, IIABA and Reagan Consulting, an Atlanta-based management consulting firm, join forces to study the country’s leading agencies in six revenue categories.
For the third year in a row, we have received the Independent Insurance Agents and Brokers Association’s (IIABA) Best Practices Award. In order to qualify, insurance agencies are nominated by state associations or insurance companies and must qualify based on the agency's operational excellence. Of 1200 agencies nominated nationwide, only 224 qualify for the top honor. To be chosen, the agency has to be among
To retain our Best Practices Agency status we must submit our year-end results for review each year. Every third year, when new agency nominations are accepted, we must re-qualify as one of the top performers in our revenue category in order to retain our spot. A new study cycle starts in 2013 and we will be competing against new agency participants. Participation in the Best Practices Study has become a prestigious recognition