Agency Management

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.

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Danger Will Robinson! Maniloff Tackles ChatGPT

We keep hearing how ChatCPT is going to revolutionize the written word, putting millions of copywriters out of business and creating a plagiarism nightmare for the educational system. However, how…

Agents’ Duty to Report Claims to the Carrier

Many agency problems arise over claims. The agent’s duty to report claims to the carrier can be one area that can generate many different scenarios and opinions. Failure to timely…

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Are You Missing Opportunities to Cross Sell?

According to Insurance Thought Leadership, it costs a business seven-to-nine times more to acquire a new customer than to retain a current client. So why aren’t today’s agents focusing more…

Hiring Help is Finally Here

As agents and broker scramble to hire, whether hiring the right fit or promoting from within, is easier if you test knowledge before making that employment offer.

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