Agency Management

Inclusive Agency Training Series

Presented by the Big “I” Diversity Council It’s vital for today’s businesses to proactively embrace diversity and inclusion across their operations to cultivate a more competitive advantage in the marketplace. When your…

Colorful diverse people crowd abstract art seamless pattern. Multi-ethnic community, big cultural diversity group background illustration in modern collage painting style.

Introducing Virtual Assistance from Elevate Teams

Elevate Teams specializes in client-facing virtual assistants and CSRs to grow your insurance agency. The one-hour session August 1 will provide you with an overview of Elevate’s offering and how you can leverage…

Back to Basics – What Is the Surplus Lines Market?

With today’s hard market, more agents place business with the surplus lines market. This article provides a basic overview of the importance of the surplus lines market, and some pitfalls…

New ideas creativity and different innovative solution. Business concept. A group of paper airplanes, one plane is flying in the other direction, different way.

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.

Hammer gavel judge with car vehicle accident, insurance coverage claim lawsuit court case.

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…

Hands holding car and house. Home loan, car insurance, family life assurance protection, financial mortgage for house building, and legacy planning investment concept.

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…

text m and a on wooden blocks with letters on a gray background. reflection of the caption on the mirrored surface of the table.

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…

Symbolizing family protection and insurance. Businessman with protective gesture and family silhouette. Icons for family, life, health, and house insurance. Signifying insurance concept.

Filters

  1. Agency Management (1)
    1. Agency Operations (704)
    2. E&O Audit (1)
  2. Customer Service (536)
  3. Marketing (264)
  4. Technology (4)
    1. Artificial Intelligence (16)
    2. Data (9)
    3. Connectivity (4)
  5. Sales (31)
  6. Procedures (1)
    1. Coverage Checklists (1)
    2. File Documenation (1)
  7. Human Resources (47)
  8. Certificates of Insurance (45)
  9. EO Loss Control (5)
    1. Claims Prevention (15)
    2. Claims Happen (8)
    3. Common Errors Alleged (8)
    4. Claims Advisor (5)
  10. Professional Development (22)
  11. Risk Management (9)
  12. Hiring and Recruiting (4)
  13. Perpetuation (19)
  14. Professional Liability (3)
  15. Diversity & Inclusion (5)
  16. Contracts (16)
  17. Disaster Preparedness (2)
  18. Hiring (3)
  19. Compensation (7)
  20. Recruiting (4)
  21. Legal (3)
  22. Employee Benefits (1)
  23. Agency Financing (2)
  24. Valuation (1)

  1. VU Resources (994)
  2. News (56)
  3. Posts (55)
  4. Resources (14)

  1. Article (989)
  2. Contract Reviews (2)
  3. Download (4)
  4. Webinar (6)
  5. Guide (1)
  6. Template (2)
  7. Form (1)
  8. Training Series (1)

  1. Virtual University (941)
  2. ACT (41)
  3. Government Affairs (5)
  4. Invest (3)
  5. Legal Advocacy (3)
  6. E&O Guardian (58)
  7. Company Partners (15)
  8. Alliance Blue (17)
  9. Trusted Choice (13)
  10. Alliance Blue Plus (22)
  11. Research (1)
  12. Alliance (9)
  13. Best Practices (1)
  14. Alliance Gold (10)
  15. Young Agents (1)
  16. Diversity (4)
  17. Big "I" Hires (3)
  18. E&O (3)
  19. Ask an Expert (5)
  20. Future One (1)

  1. Press Releases (37)
  2. ACT News (13)
  3. Big "I" News (5)
  4. State News (1)
  5. Big "I" Insider (1)
  6. Two for Tuesday (4)

  1. Commercial Lines (1)
    1. Workers Compensation (5)
    2. Commercial Auto (2)
    3. Professional Liability (14)
      1. E&O (14)
    4. Bonds (2)
    5. Cyber Liability (1)
  2. Personal Lines (3)
    1. Homeowners (1)
      1. Jewelry (1)
    2. Life Insurance (10)
    3. Personal Umbrella (3)
  3. Auto (3)
    1. Auto Home (3)
  4. Flood (1)
    1. Personal Flood (1)
  5. Health Insurance (1)

  1. Commercial Lines (1)
    1. Commercial General Liability (CGL) (1)
      1. Other CGL (1)
      2. Coverages (1)
    2. Business Income (1)
    3. Workers Compensation (1)
    4. Professional Liability (1)
  2. Personal Lines (1)
    1. Homeowners (1)
      1. Other Homeowners (4)
      2. Property Coverages (1)
      3. Liability Coverages (1)
      4. Property Perils (1)
    2. Miscellaneous Personal Lines (1)
  3. Life and Health (1)
    1. Life (1)
    2. Miscellaneous (9)
    3. Health (1)
  4. Back to Basics (7)