EO Loss Control

The Importance of Understanding Insurance Carrier Financial Ratings 

Most consumers consider the cost of insurance premiums as their main buying criteria. The main factor that insurance buyers should consider as they price shop their insurance, however, is the…

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Five Top Tips to Prevent the Most Frequent Errors & Omissions Claims Against Insurance Agencies 

Insurance professionals face several challenges today, from staffing constraints to increasing errors & omissions (E&O) allegations. Of course, while staffing challenges can impact E&O claims, even your most respected customer service representative or your most influential…

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Five Top Tips to Prevent the Most Frequent Errors & Omissions Claims Against Insurance Agencies 

Insurance professionals face several challenges today, from staffing constraints to increasing errors & omissions (E&O) allegations. Of course, while staffing challenges can impact E&O claims, even your most respected customer service representative or your most influential…

Progress process concept. Agile evelopment attainment, motivation, growth concept. Business concept of goals, success, achievement and challenge. White paper airplanes under construction on blue background.

What Not to Say On The Web

Our website wording guide offers myriad examples of troublesome website phrasing and suggested replacement wording:

Your Website Says What?

This white paper provides a high-level overview of the website wording topic as well as a summary of lessons learned from each focus area of the “Your Website Says WHAT?” webinar…

Commercial Producing Onboarding Guide

The Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts:

Agency Website Wording: Dos and Dont’s

Our one-page topic overview is your quickest route to the most essential information on what not to do with your agency website

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E&O “Dos, Don’ts, and Doozies”

Review our guide to E&O “Dos, Don’ts, and Doozies” and learn ideas for improvements that can be implemented quickly in your agency.

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Commercial Umbrella Checklist

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Commercial Property Checklist

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