Agency Management

The Claims Handling Process for Agents: An Adjuster’s Perspective

This article outlines the claims handling process from the adjuster’s perspective so that you as an agent can be a better partner to your client – the policyholder.

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2024 New Year’s Resolutions for Savvy Insurance Agents

2023 was undoubtedly the most challenging year most independent insurance agents have experienced in their careers. It will certainly be one of the costliest to insurers, and this and uncertainty…

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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…

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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…

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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

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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.…

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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,…

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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…

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