A Policy Archeologist Talks Policy Records Retention
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.”
Agency Management
Texting Insurance Clients – Best Practices When Texting Clients
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 Personal Lines
EssentialCommercialLines
Essential Commercial Lines
Advanced Personal Lines
Advanced Personal Lines
Advanced Commercial Lines
Advanced Commercial Lines
When is a Smaller Agency Worth More Than a Larger Agency?
Agency acquisitions and mergers continue to heat up, your agency value may be more complex than you think. Revenue and commissions are not the prime indicator of value for an…
Seven Steps to a Smoother Catastrophe Claims Process
Bradley Flower, Big I member and owner of Portal Insurance in Mobile, Alabama, knows a few things about catastrophes. He developed catastrophe claims process we asked him to share for…
Monitoring The Ratings of Bermuda-Based Carriers
If you have placed coverage with any Bermuda-based carriers, your agency management team should monitor their financial strength.
Disaster Planning for Insurance Agencies
Increasingly inclement weather, civil disobedience, electrical grid failures – all these problems can create a nightmare for insurance agents. Not only will these events impact your clients, but your agency’s…
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