Can Personal Lines CSRs Handle BOPs?
We were recently asked our opinion about whether personal lines CSRs could also handle small business accounts written on BOPs. While some CSRs can make the transition, it is fraught…
Professional Development
Agency Dress Codes
When I first started in this business, my employer required not only a coat and tie, but also a HAT! My how times have changed. In many organizations now, “business…
Can You Teach a Dog to Quack?
Experienced employees gravitate to those areas for which their talents are best suited. Forcing CSR’s to sell, forcing salespeople to adhere to detail oriented efforts, and forcing management responsibilities on…
Who Should Be Licensed in the Agency?
Is it an E&O exposure for a licensed agent/CSR to review and sign applications for an unlicensed CSR? If you have a CSR who is not licensed mailing out endorsements to an…
