Agency Management

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…

Agency owners often ask, “How long should I keep expired insurance policies?” When we’re talking about liability policies, the new answer may be “forever.”

The federal Telephone Consumer Protection Act requires insurance agents to follow best practices outlined in that legislative rule. The Big “I” Agents Council for Technology offers resources that can help…

Essential Personal Lines

Essential Commercial Lines

Advanced Personal Lines

Advanced Commercial Lines