Agency Operations

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.

States across the country are in varying stages of vaccination and while the question of whether employers can require a COVID-19 vaccine isn’t imminent for most businesses, now is the time to think about your strategy.

The independent agency channel is at an inflection point, and future-minded agencies will choose to evolve. Here are four key pillars agencies should look to when creating a transformation action plan.

Serving the personal and commercial insurance needs of clients throughout the pandemic requires rethinking operations, adjusting communications and, above all, remaining flexible.

Shopping for an agency management system to help improve efficiency? Regardless of your circumstances, here are four questions to help guide you toward the right solution for your agency.

The varying impacts of 2020 and all the unknowns of 2021 make compensation planning more important than ever. As you seek to start 2021 strong, here are six ways to make sure your compensation plan is ready for whatever the new year throws at you.