Agency Management

How long to keep policy information continues to challenge today’s insurance agencies and brokerages.

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…

Check out the four things to keep in mind to avoid potential errors & omissions claims as you look to improve your business.

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;…

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…

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.

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…

“Compliance,” like the term “audit,” can strike fear into our hearts.

Due to the dramatic changes in health insurance coverage for small businesses from the enactment of the Affordable Care Act (ACA), employers are looking for alternatives to traditional health insurance…

“That which we call a rose by any other name would smell as sweet.” ~ Romeo and Juliet by William Shakespeare