Book Roll Basics – Members Only
Book rolls made better: Protect your agency against errors and omissions.
VU Resources
Book Roll Basics
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.
Built to Last: How to Safely Navigate the Perilous World of Builders’ Risk Policy Procurement
Builders risk insurance might appear to be an exotic animal in comparison to more mundane insurance products.
Agents Take the Wheel: How Agents Can Steer Clear of Uninsured/Underinsured Motorist Errors & Omissions Claims
In today’s litigious society, drivers need uninsured/underinsured motorist insurance and even umbrella coverage. Certain states have minimum automobile liability coverage requirements, while some states make UM/UIM coverage a requirement.
Living on the Edge: Is Your Client’s Homeowners Limit Adequate?
Your client has the gold star of homeowners coverage: special form coverage, replacement cost on dwelling and contents, and inflation guard. The carrier does its magic at renewal and voila!…
