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Working with a group recently, I asked, “Tell me the qualities of the best bosses you’ve ever had.” Since we were all seasoned enough to have experienced a few bosses…

So much about insurance agency management success has nothing to do with strategy. Success is more about execution than strategy. Success is about hard work. Success is about accountability at…

All too often, insurance agency management fails due to poor execution: not putting the right people in the right place.  Most agencies face a consistent cadre of problems: lack of…

This article provides an overview of various E&O loss exposures that exist in commercial lines of insurance and reviews methods and procedures that an agency could consider to help reduce…

This article provides an overview of various E&O loss exposures that exist in commercial lines of insurance and reviews methods and procedures that an agency could consider to help reduce…

This article provides an overview of various E&O loss exposures that exist in commercial lines of insurance and reviews methods and procedures that an agency could consider to help reduce…

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…

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…

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…

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…