Article

If I’d Only Sent Them the Policy…

“If I’d only sent them the policy, then I wouldn’t be in this mess.” And if I had a nickel for every time I heard that from an agent when…

One-Offs: Learn It or Refer It to Avoid an Errors & Omissions Claim

It happens to many agents. Aunt Sally and Uncle Bill purchase some retail space and plan to rent it out. They need insurance and, of course, contact you since you…

Mature indian man shaking hands with financial advisor at home. Happy smiling couple greeting broker with handshake at home. Multiethnic mid adult man and hispanic woman sealing a contract.

To Cancel or Not to Cancel, That is the Question

Just as you are probably receiving a lot of questions from your customers about how their insurance will respond to the events surrounding the Coronavirus/COVID 19, we are also receiving…

sign of two directions

Risk Transfer: E&O Issues When Buying or Selling an Insurance Agency

Buying or selling an insurance agency or its book of business is, to say the least, a major decision. There are a host of factors for both the buyer and…

hand shaking icon on wooden cube blocks and human in circle icon for business deal concept. Teamwork process of partner, best relationship. For business contract,

The Life of an E&O Claim

In some cases, the agency has really made a mistake, but in others the agency is a victim of circumstance and in hindsight would have behaved the exact same way.…

“Sorry” Seems to Be the Hardest Word

I admire a person who can admit it when they’re wrong. In fact, it’s an important part of a healthy relationship. However, there’s a unique relationship that requires a delicate…

Financial consultant manager talking with a female client at the bank

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