It’s no secret that agencies that execute a Best Version Possible (BVP) plan are significantly transformed. In fact, it’s pretty obvious, based on their industry-leading results in all areas. So how do transformed…
The insurance industry is at a crossroads. A significant portion of the workforce is nearing retirement (of almost one million licensed agents and brokers, the average age is 45.9 years old, according…
As you begin your career in the insurance industry, you may feel overwhelmed by the amount of information you will need to learn. Obtaining your license is just the start.…
Passing your property and casualty (P&C) licensing test was one challenge, but now that you’re duly licensed, you face new challenges. What steps should you take to build a successful career and…
Every agency owner we’ve ever met has days in which they would gladly hand the keys over to someone else and walk away from the agency business. No doubt the…
How long to keep policy information continues to challenge today’s insurance agencies and brokerages.
The COVID-19 pandemic brought a host of issues for everyone, both personally and professionally. For employers, keeping a business operational resented all kinds of challenges. Agencies have had to adapt…
Check out the four things to keep in mind to avoid potential errors & omissions claims as you look to improve your business.
Overlooking the error of a high-producing agent, for example, will only delay correction until the next mistake. There needs to be consistency from management – from receptionist to lead producer;…
Much ink—and a lot of webinar time—has been devoted to the topic of agency websites leading to errors & omissions claims in recent years. The message is simple: Our insureds…
