Resources

E&O “Dos, Don’ts, and Doozies”

Review our guide to E&O “Dos, Don’ts, and Doozies” and learn ideas for improvements that can be implemented quickly in your agency.

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Commercial Property Checklist

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Personal Lines Coverage Checklist

Cross your Ts and dot your Is with the Personal Lines Coverage Checklist.

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Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize…

AI Sample Policy & Legal Issue – October 2024

Your agency likely has access to newly available automated products or services that could make your agency more efficient and effective. Even if you haven’t actively sought it out, AI…

Inclusive Agency Training Series

Presented by the Big “I” Diversity Council It’s vital for today’s businesses to proactively embrace diversity and inclusion across their operations to cultivate a more competitive advantage in the marketplace. When your…

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