Book Roll Handbook
Book rolls made better: Protect your agency against errors and omissions.
Agency Management
Should We Obtain Signed Applications from Our New Insureds We Obtain Via Broker of Record?
Our Ask an Expert service answers this question. Q. Should we obtain a new signed application from a client we obtain via AOR or BOR? Or should we contact the former agent to obtain…
After Medicare Open Enrollment: What Medicare Reveals About Agency Operations, and What to Fix Before Next Year
When Medicare Annual Enrollment Period (AEP) ends, the immediate pressure lifts, but the most instructive phase often begins. Phones are quiet. Deadlines pass. Teams finally have room to reflect on how the…
Five-Star Strategy: Mastering Online Reviews with Lift Local
Five-Star Strategy: Mastering Online Reviews with Lift Local Feb. 10, 2026 | 10:30 AM ET Online reviews are today’s word-of-mouth. Learn how to ask for them, manage them, and use…
Choosing the Right E&O Coverage for Your Insurance Agency
Not all agency errors & omissions carriers and policies are alike. While it’s always tempting to use price as the primary factor in selecting coverage, this information can help you…
The Future of Risk: Verisk Navigates an Evolving Risk Landscape
Today’s insurance agents and brokers must recognize new and emerging risks and rapidly evolving coverage limitations to help best protect their customers. For over two decades, Verisk, or ISO as we old-school…
Should We Obtain Sign Applications from Our New Insureds We Obtain Via Broker of Record?
Obtaining business through an Agent or Broker of Record (AOR/BOR) is a popular sales tactic these days. Our Ask an Expert service answers the question: Should we obtain a new…
The Agents Council for Technology 2025: Less Hype, More Progress
2025: Less Hype, More Progress 2025 was the year AI took center stage and reminded us that without good data and real connectivity, it’s just another spotlight. This past year…
Intro to ePayPolicy
INTRO TO EPAYPOLICY JAN. 27, 2026 Join us for a walk through of ePayPolicy and their integration partners to show how agencies can automate reconciliation and premium financing workflows. Big…
Insurance Data Intake Demo with Canopy Connect
Insurance Data Intake Demo with Canopy Connect Recorded on JAN. 20, 2026 Canopy Connect offers a fast and accurate way to collect insurance information from prospects through consumer-permissioned sharing. Features…
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