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.
E&O Guardian
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.
A Policy Archeologist Talks Policy Records Retention
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
Helping Hand: How to Support Your Remote Employees and Avoid Claims Against Your Agency
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…
Rat Race: 4 Ways to Grow Your Business, Not Potential E&O Claims
Check out the four things to keep in mind to avoid potential errors & omissions claims as you look to improve your business.
I’m Going to Find Out Anyway, so You Might as Well Tell Me
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;…
Less is More: Overpromising on Your Agency Website is Bad for Business
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…
Tested to the Limit: How to Choose Your Agency’s Errors & Omissions Limit
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.
So You’re Thinking About Selling (or Buying) an Agency?
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…
