Agency Operations

Montalvo Insurance Agency boasts a dedicated staff serving the south Texas area for a combined 140 years and a goal of a 15% increase in premium revenue for 2021.

Having previously worked as a sixth-grade teacher, Dawnyel Smink, president of Canyonlands Insurance in Mesa, Arizona, found insurance when looking for a career where she could also also help, serve and teach people.

Coverage written on a claims-made basis require key employees to report any incidences that qualify as or may lead to a claim.

Independent agent data ownership is a settled matter. However, in today’s environment, it is important to review your contract language.

Professional services firms are walking a tightrope between opportunity and ruin, which means errors & omissions coverage is essential.

When life gives you lemons, independent agents and brokers errors & omissions coverage is a key contributor to the longevity of an agency—but only if the policy is covering the right exposures.

Write Once, Read Many (WORM) refers to a format of saving digital files in a way that makes them non-rewritable and non-erasable.

A look back at the causes of errors & omissions insurance claims in 2020 and how to make 2021 a better year.

The mail delays over the past number of months have made invoices and insurance payments arrive late, often resulting in dropped coverage for clients. Here are seven ways to keep your team and clients up to speed.

Cheney Insurance has been providing clients with auto, home, boat and business insurance for nearly 75 years. Serving as a trusted adviser to protect their risks, the freedom independence offers means that no two days are the same at the agency.