The Big ‘I’ Publishes M&A Handbook to Reduce Agency E&O Claims
Resource provides training and checklists to manage E&O risk during ownership transitions.
Agency Management
Guide to Service Provider Contracts
Third-party service providers, or vendors, often perform essential roles for agencies, whether providing a comprehensive agency management system (AMS) or other mission-critical IT infrastructure. These providers may have access to…
Book Roll Handbook – Members Only
Book rolls made better: Protect your agency against errors and omissions.
Book Roll Handbook
Book rolls made better: Protect your agency against errors and omissions.
A Policy Archeologist Talks Policy Records Retention
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
A Time of Renewal
Agents must be proactive about prescribing coverage in the virtual world.
No Such Thing As A Stupid Question
There are naive questions, tedious questions, ill-phrased questions, questions put after inadequate self-criticism. But every question is a cry to understand the world. There is no such thing as a…
Driving Without a Seatbelt
Protect your customers and yourself by offering uninsured/underinsured motorist coverage.
Built to Last: How to Safely Navigate the Perilous World of Builders’ Risk Policy Procurement
Builders risk insurance might appear to be an exotic animal in comparison to more mundane insurance products.
Agents Take the Wheel: How Agents Can Steer Clear of Uninsured/Underinsured Motorist Errors & Omissions Claims
In today’s litigious society, drivers need uninsured/underinsured motorist insurance and even umbrella coverage. Certain states have minimum automobile liability coverage requirements, while some states make UM/UIM coverage a requirement.
