In 2022, over 221,000 people passed insurance licensing authority lines. With experienced talent in high demand and new talent coming into the insurance pipeline, onboarding is essential in creating successful…
One of the most frequent allegations in agency errors & omissions claims arise when policy limits are insufficient to pay a claim. Your commercial insureds’ statements of value (SOV) are…
With the ever-changing landscape of homeowners insurance, lenders and banks are raising the bar on policy documentation requirements. This shift is reshaping the way insurance agencies engage with their clients and financial…
Managing and protecting your book of business is a critical goal for independent insurance agents. Your book of business includes the policies under your management across a variety of carriers.
Leases can be tricky not just for your clients, but for insurance agents, as well. This article covers tips to help you craft property coverage for your clients without exposing…
As independent property & casualty (P&C) agencies continue to evaluate ways to broaden services and strengthen client relationships, life insurance remains a common consideration. While product access and licensing often…
If you’re not offering e‑signature options to prospects and customers today, it’s no longer a question of if—it’s when. Digital-first interactions are now the norm, and customers increasingly expect to…
Running a successful insurance agency requires many skills. Building success is more than simply securing new clients. A successful agency management plan is a strategic approach to profitability, efficiency and growth. In today’s competitive…
One of the most important early concepts you will learn in insurance is this: What makes a risk insurable? This article helps to explain the elements of an insurable risk.
Have you heard of the Big “I”s Technical Affairs Committee? This committee is probably one of the least discussed yet very important task force working to improve coverage on behalf of agents and consumers.
