Agency Management

Drivers, Local Authorities Deal with Tough Winter’s Potholes

ALEXANDRIA, Virginia, March 10, 2015 — Poor road conditions have cost consumers and the insurance industry at least $27 billion over a five year period, according to a 2014 survey…

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Broker of Record Letters and Ethics

An agent invested many hours in landing a prospect only to have the business give all of the agent’s work to another agent, along with a BOR that was accepted…

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15 Customer Service Tips for 2015

It’s 2015 so, in keeping with the new year, customer service expert Shep Hyken offers 15 customer service tips to keep in mind and in practice throughout the coming year.

A hand holding a gold customer satisfaction review star.

The Commoditization of P&C Insurance

This article is a wake-up call from consultant Chris Burand: “The independent agency system constantly emphasizes how important agents are to clients in choosing the right coverage. While agents can…

Creating Achievable Goals and Objectives

If your staff is confused about the difference between goal setting and action planning read this clarifying article. The process should create synergy among all employees as well as achievable…

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When It Comes to Serving Clients, Do You Lead or Follow?

This article is about leadership. When it comes to policy limits, forms and coverage, being a leader pays off for you and the client! Are you leading your clients so…

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Providing Coverage Summaries to Insureds

Agencies and insurers often provide policy coverage summaries. Is this a good idea? As is often the case, the agency must balance the sales and service function with their E&O…

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