Agency Management

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…

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…

“I’m an insurance agent, not a lawyer. Why do I need to know so much about contract law?” This is a question almost every new insurance employee asks, especially once…

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.

According to the National Association of Insurance Commissioners (NAIC), increasing federal attention is on state departments of insurance. This report focuses on resources and regulatory activities of NAIC members. These…

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.…

Are your clients’ workers’ compensation claims failing to close in a timely manner? Given the injury, does it seem like the claim drags on, with no clear plan of action…

Whether you are new to using social media to increase customer engagement or want to increase new business leads, how you communicate across the multiple social media platforms is critical.…

In 1995, the Legislature added section 1725.5 to the California Insurance Code (Cal. Ins. Code) to require various types of insurance licensees to print their license numbers on business cards,…

The insurance industry has long gone through periods of “hard” and “soft” market conditions. In hard markets, insurance premiums increase and capacity – the ability of insurance markets to accept…