Agency Management

Purposely Getting Rid of a Customer

Life is too short to deal with customers who are unpleasant, rude or just plain mean. These individuals add nothing to your day and ultimately lower the moral of the…

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Agency Resource – Downloadable ‘Agency-Customer eDelivery Agreement’ Template

ACT has worked with the Big ‘I’ national general counsel to create an ‘Electronic Delivery Consent Form’ template agencies can download and use. This was initially developed to cover when…

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IIABA/ACT ‘Agency Website Privacy Policy’

Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT…

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Disgruntled and Gruntled Clients

Agents live and work in a wondrous world. Everyday offers opportunities, some taken, and some missed. But the most entertaining part of any agent’s day is their interactions with their…

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3 Questions That Measure Your Professionalism

About the time you become satisfied with your knowledge level, figuring you know all there is to know, you become a danger to yourself and everyone else. For example, the…

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Apples-to-Apples Agents – Please Don’t Be One

First, you should never “quote” a policy; and second, you should never propose coverage that only matches what the insured had previously. If all you provide is an “apples-to-apples” proposal,…

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The Great Bad Faith Myth

Randy Maniloff, an attorney and insurance expert, discusses what is really required before a carrier can be found guilty of bad faith. The threshold for bad faith is more than…

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How the Top 10 Songs of All Time Remind Me of Insurance

If you are a music aficionado, you will consider this blasphemy. But if you are an insurance aficionado, this article will assure you never listen to the radio the same…

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I’m Shopping for a New Insurance Agent

Agents owe their clients a certain level of service, but what is that level? What should be the agent’s role? What standards of care are reasonable to properly assure an…

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