Agency Dress Codes
When I first started in this business, my employer required not only a coat and tie, but also a HAT! My how times have changed. In many organizations now, “business…
Agency Management
40 Hours and I’m an Insurance Agent
In my state, a manicurist has to complete 600 hours of classroom and supervised work experience to get licensed. An insurance agent? Put in 40 hours and you could be…
Should the Agency Receptionist Be Licensed?
An agency receptionist transfers phone calls, takes messages, opens mail, directs clients to CSRs, and accepts direct bill payments from clients. She allegedly does not discuss coverage with clients. Does…
Who Should Be Licensed in the Agency?
Is it an E&O exposure for a licensed agent/CSR to review and sign applications for an unlicensed CSR? If you have a CSR who is not licensed mailing out endorsements to an…
Can Personal Lines CSRs Handle BOPs?
We were recently asked our opinion about whether personal lines CSRs could also handle small business accounts written on BOPs. While some CSRs can make the transition, it is fraught…
