Stay in Your Lane
An insurance agent accepts an attractive account despite lacking experience with that type of operation, only to face a costly dispute after a major loss reveals overlooked exposures that resulted…
VU Resources
We Don’t Need No Stinking Gun Schedule
Did you know there’s a small fix for your insureds who don’t want to submit gun schedules to their insurance company? Read on for a quick overview of one coverage…
Big “I” Virtual University and Professional Liability Offer a New Tool to Avoid E&O Claims When Rolling Books of Business
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.
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.
The Importance of Client Onboarding: Transforming New Clients into Loyal Customers
Developing an effective client onboarding system can help you reduce client churn, enhance productivity and improve your bottom line. .
A Policy Archeologist Talks Policy Records Retention
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
A Time of Renewal
Agents must be proactive about prescribing coverage in the virtual world.
No Such Thing As A Stupid Question
There are naive questions, tedious questions, ill-phrased questions, questions put after inadequate self-criticism. But every question is a cry to understand the world. There is no such thing as a…
Driving Without a Seatbelt
Protect your customers and yourself by offering uninsured/underinsured motorist coverage.
