Procedures

HIPAA Security Awareness Training

Has your agency started the implementation of security policies and procedures to meet HIPAA Security Rule requirements? What about other laws for essential security requirements? Have you developed your security…

What We Know and Don’t Know About HIPAA

Here’s what we do know about HIPAA:  _____Here’s what we don’t know about HIPAA:  ∞This article includes links to authoritative and otherwise web sites that may answer many of your…

Monitoring Phone Calls

Do you ever call customer service for a company and get a message that the call may be recorded or monitored? Most likely this is a quality control function and…

Big "I' Webinars
Customer service support, help desk, communication. Call center and home office concept. Headset and laptop on blue wooden desk, closeup view, copy space,

Lost Policies…No Coverage?

The insured is sued for damages arising out of an occurrence that took place many years ago. The insured is unable to find the policy in force at that time,…

Human resource management and recruitment business concept. Hand holding wood cube with icon check mark on background

The Credit Crisis, Accounting Standards, and Insurance Agencies

In the midst of the credit crisis and economic turmoil, some very important accounting standards are coming to the forefront.  Accounting is almost as boring as IT for most agency…

Padlock with a tablet, keyboard, mouse and other device. Internet and technology security

Inaccurate Conclusions

Just because an independent agency places more business with one company rather than another does not mean anything nefarious is occurring such as unethically steering business. Even if the insurance…

Benchmarking…Next Generation

What is Benchmarking? It is a management tool in which an independent agent can analyze the agency’s financial and operating results against other agencies within its own peer group. This…

Business growth success achievement concept, hand arranging wooden block stacking as step stair or ladder for planning development leadership and customer target group concept.

Bankruptcy and Insurance

You have an insured who has declared bankruptcy. How does this affect any premiums the insured owes? How does it affect any return premiums due the insured? How does bankruptcy…

An employer employs people in his company. Help Wanted. Call for help, volunteering. Search and recruitment of new employees for work. Hire staff. Employment Agency. Recruiting, staffing.

The Importance of E&S Markets

Almost a year ago, we ran an article called “13 Caveats in Using E&S Markets.” While there are issues that agents should be aware of when using E&S markets, in…

Quality Certificate and Checklist document inspecting target marketing planning assignment with quality management. Standardization, certification. Compliance to regulations service and standards.

Quality Control vs. Service Delays

New and renewal policies should be reviewed thoroughly for completeness and accuracy before delivery to the insured. However, at certain times of the year when there is a heavy backlog,…

Law.

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