Agency Management

Avoiding Agency E&O Claims with Signed Documents – Safe, Safer, Safest

By: Virginia Bates Most agency errors & omissions claims have some commonality. This article presents a few examples you can use to prevent a potential claim against your agency when managing…

Paper contract form with a signature about to be signed on a signature field.

Value-Added Services Could Pose an E&O Exposure

By: Nancy Germond Question: “I currently write a very nice tree service account, which is coming up for renewal in a couple of months. Last year, we had some stiff competition…

What Scares You?

Around my favorite time of year, Halloween, there are a lot of television shows and internet articles about scary things. It made me think that as an insurance agent errors…

halloween candy corns in a pumkin candy bucket

Improving Commercial Client Risk Management While Protecting Your Agency 

If you’re working with small-to-mid-sized businesses (those earning between $10 million to $1 billion in revenue or employing between 26 to 1,000 people), chances are most of your clients do…

The concept of talent search or magnifying glass looking for employees, building a strong team, the concept of human resource management and management,

What Scares You?

Around my favorite time of year, Halloween, there are a lot of television shows and internet articles about scary things. It made me think that as an insurance agent errors…

halloween candy corns in a pumkin candy bucket

Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize…

How to Get Your Insurance License

You’re on your way to becoming an independent insurance agent. But first, you must get a license. Fortunately, the Big “I” can help you get your insurance license.

Become a Partner: Trusted Choice

Only one brand unites approximately 25,000 independent agency locations uniting independent agents and brokers under one brand. Supporting Trusted Choice means investing in a robust and prosperous future for the…

E&O Guardian
Employee relations and teamwork concept. Pieces of puzzles.

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