Communicate Risk Exposures to Middle-Market Clients
By using clear language, tailored messaging, data-backed insights and relatable examples, insurance agencies can guide their clients to strategic protection.
Agency Operations
Offering Umbrella Coverage: 4 Reminders for Independent Agents
To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.
Fourth of July: Warn Homeowners About These 3 Risks
Fourth of July celebrations involve grilling, fireworks and outdoor gatherings. But behind the red, white and blue is a spike in risk.
How Agents Can Help Small Businesses in a CAT-Exposed Hard Market
Proactive conversations with clients about catastrophe risks can surface potential coverage gaps and open the door to more forward-looking planning.
How Giving Advice and Making Representations Can Be Risky Business for Agents
Agents must strike a balance between recommending suitable coverage and refraining from providing opinions on whether specific losses are covered under a given policy.
Highest Value Auto Customers Most Likely to Shop
More than one-third of U.S. personal auto insurance customers are dissatisfied with their insurance and those with higher overall lifetime value profiles are most likely to leave, according to J.D. Power.
Homeowners Aware of Risks and Prevention but Don’t Act
While most homeowners are familiar with common risk areas and the technologies designed to mitigate them, relatively few have implemented these solutions in their own homes, according to The Hanover.
License to Lead: Meet Young Agent Audriana Misic
“It’s all about embracing artificial intelligence (AI),” says young agent Audriana Misic. “Not to replace people but to make what we do more efficient and effective.”
License to Lead: Meet Young Agent Deuel Romero
“Spanish is my first language,” says young agent Deuel Romero. “I got into the industry when I saw a huge opportunity with the underserved demographic of the Hispanic business owner community.”
License to Lead: Meet Young Agent Jackson Doyle
“The core value of lending a helping hand and never being too busy to help a producer … is everything I want in a mentor, especially as a guy that didn’t go to school for insurance,” says young agent Jackson Doyle.
