To Service or Sell – That’s the Difference to Success
As an emerging insurance agent, pointing out your customers’ various coverage needs can not only generate more income and a more committed client, but can also prevent a potential allegation…
Agency Management
Back to Basics – Why Do Insurance Policies Have Exclusions?
Every insurance policy has exclusions. In this article, we discuss the six main reasons for policy exclusions. This article covers those reasons and provides a few warning tips for insurance…
Why Do Insurance Policies Have Exclusions?
Every insurance policy has exclusions. In this article, we discuss the six main reasons for policy exclusions. This article covers those reasons and provides a few warning tips for insurance…
The Cincinnati Insurance Companies – November 2023
The Agreement allows the Company to take control of the Agency’s expirations and service the policies during the resolution of a dispute over the ownership of the expirations
Your Big “I” Technical Affairs Committee Seeks Agent Input
The Big “I” Technical Affairs Committee (TAC) is one of the least publicized committees among the groups that work to improve agency operations and solve many types of insurance issues.…
How to Properly Position an Agency When Planning to Borrow from a Bank
Unlike “traditional” businesses, an insurance agency has a unique business model with low capital requirements and no significant working capital needs. But when capital is needed to seize an opportunity,…
Certificates of Insurance: The Good, the Bad, and the Ugly!
The proper issuance of certificates of insurance is a common problem facing agents, whether they’ve been in the business for decades or they’re just entering the industry. This article provides…
Why American Teachers are Fleeing Education, and Why They Can be Exceptional Insurance Industry Professionals
In record numbers, today’s teachers are fleeing the classroom for less political, safer and better-paying jobs. Could a former teacher or a school librarian be your next hire?
Avoiding Agency E&O Claims with Signed Documents – Safe, Safer, Safest
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 client signatures.
Avoid an Errors and Omissions Claims by Correctly Naming the Insured
Correctly naming your insured is only one issue that can get you sued. Our author highlights some key areas of concern for agents to prevent an errors and omissions claim.
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