Stay in Your Lane
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…
Procedures
We Don’t Need No Stinking Gun Schedule
Did you know there’s a small fix for your insureds who don’t want to submit gun schedules to their insurance company? Read on for a quick overview of one coverage…
ACT’s Claims Process Framework
A Guide to Supporting Customers Through Every Stage of a Claim
Big “I” Virtual University and Professional Liability Offer a New Tool to Avoid E&O Claims When Rolling Books of Business
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.
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.
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.
The Importance of Client Onboarding: Transforming New Clients into Loyal Customers
Developing an effective client onboarding system can help you reduce client churn, enhance productivity and improve your bottom line. .
A Policy Archeologist Talks Policy Records Retention
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
