VU Resources

Value-Added Services Could Pose an E&O Exposure

Agencies often have to balance business decisions with their E&O implications. Value-added services can be extremely important to the prosperity of agencies. However, it’s important to consider the potential E&O…

The Inevitable Destination of Price-Focused Direct Insurance Sales

Many of the so-called experts claim that agents cannot compete with the direct insurance marketing channel because of, in the case of online quoting and sales, the inherent efficiency of…

In hand are red cubes with numbers. Making the right decision concept

Broker of Record Letters and Ethics

An agent invested many hours in landing a prospect only to have the business give all of the agent’s work to another agent, along with a BOR that was accepted…

15 Customer Service Tips for 2015

It’s 2015 so, in keeping with the new year, customer service expert Shep Hyken offers 15 customer service tips to keep in mind and in practice throughout the coming year.

A hand holding a gold customer satisfaction review star.

The Commoditization of P&C Insurance

This article is a wake-up call from consultant Chris Burand: “The independent agency system constantly emphasizes how important agents are to clients in choosing the right coverage. While agents can…

Creating Achievable Goals and Objectives

If your staff is confused about the difference between goal setting and action planning read this clarifying article. The process should create synergy among all employees as well as achievable…

Business growth success achievement concept, arranging wooden block stacking as step stair or ladder for planning development leadership and customer target group concept.