Artificial intelligence is making it possible for insurance professionals to build tools that once required a software development company. Agents can now bridge gaps between systems, automate workflows, create client…
This month, our team of experts provided answers to an interesting question: What are some best practices surrounding how to name the insured on a property policy? Is it appropriate…
Insurance agents should recognize that an artificial intelligence policy (AI) is only a starting point, not a complete risk-control system. Agencies need practical controls that identify where AI is used,…
An insurance agent accepts an attractive account despite lacking experience with that type of operation, only to face a costly dispute after a major loss reveals overlooked exposures that resulted…
Did you ever wonder what the carriers are up to? According to one group of experts at Insuraviews, a lot of change is afoot, at least with coverage enhancements, exclusions…
Did you know that almost a quarter of Americans speak a language other than English at home? Are you missing business opportunities to either work with or refer these clients?
In 2022, over 221,000 people passed insurance licensing authority lines. With experienced talent in high demand and new talent coming into the insurance pipeline, onboarding is essential in creating successful…
Managing and protecting your book of business is a critical goal for independent insurance agents. Your book of business includes the policies under your management across a variety of carriers.
Running a successful insurance agency requires many skills. Building success is more than simply securing new clients. A successful agency management plan is a strategic approach to profitability, efficiency and growth. In today’s competitive…
Resource provides training and checklists to manage E&O risk during ownership transitions.
