A Policy Archeologist Talks Policy Records Retention
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
Agency Management
Big ‘I’ Names Kasey Connors as New ACT Executive Director
Kasey Connors brings industry leadership, marketing and technology expertise to the Big “I” Agents Council for Technology program.
Big “I” Members Receive ACORD Forms Licenses.
Independent agencies and brokerages that do not belong to the Big “I” national association, will need to obtain a license directly from ACORD, or join the Big “I” to take advantage of this…
The Big ‘I’ Secures Important Wins as House Passes Tax Package
The ‘One Big Beautiful Bill Act’ makes permanent and increases the 199A deduction for pass-through entities.
Helping Hand: How to Support Your Remote Employees and Avoid Claims Against Your Agency
The COVID-19 pandemic brought a host of issues for everyone, both personally and professionally. For employers, keeping a business operational resented all kinds of challenges. Agencies have had to adapt…
Rat Race: 4 Ways to Grow Your Business, Not Potential E&O Claims
Check out the four things to keep in mind to avoid potential errors & omissions claims as you look to improve your business.
I’m Going to Find Out Anyway, so You Might as Well Tell Me
Overlooking the error of a high-producing agent, for example, will only delay correction until the next mistake. There needs to be consistency from management – from receptionist to lead producer;…
Less is More: Overpromising on Your Agency Website is Bad for Business
Much ink—and a lot of webinar time—has been devoted to the topic of agency websites leading to errors & omissions claims in recent years. The message is simple: Our insureds…
Tested to the Limit: How to Choose Your Agency’s Errors & Omissions Limit
Three days. That’s how long the driver had been working for his new employer, a trucking company. His truck was solid—no mechanical issues at all.
So You’re Thinking About Selling (or Buying) an Agency?
At some point in your insurance career you may have to decide, is it time to sell my agency? Or, if you’re making a transition in your insurance career, the…
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