Agency Operations

If you take the paper out of paperwork, you’ll find that you can get more work done without increasing overhead—you may even be able to reduce it.

When Derek Ross first took his child to an indoor playground, he thought, “Wow, these aren’t so clean. They’re not so safe! Who’s the insurance broker behind these?” Finding limited representation, he purchased every URL he could think of related to insur

With a $5-million aggregate limit in place, most agencies believe they are unlikely to be overcome by a series of small, unrelated claims in a single policy period. There is some truth to that but some peril, as well.

As insurance advisors, we need to begin laying the foundation for the future today so we can remain relevant to our clients and other stakeholders. Here are the top three things we should be working on every week in 2020.

How an intragenerational workforce is working together to help breathe energy into the industry.

People are growing up in a world where their primary forms of communication include texting, Snapchat and Instagram. Unfortunately, with these forms of communication, agencies open themselves up to significant potential exposures.

An unlikely trio of specialties is an unbeatable combo for this agency: for-hire trucking, movie theaters and residential construction. At 98%, commercial lines are the firm’s focus, half of which is property-casualty; the other half, employee benefits.

By not handling documents in the best way possible, many insurance agencies waste time, lose documents and even make themselves susceptible to fines for noncompliance. Learn how to avoid the three most common mistakes.

If your agency needs to use an interpreter to communicate with a customer, do you know what you need to document about the exchange?

It shouldn’t be news to anyone that technological advancements are shaping the world around us. But because new technology changes the way we live, work and play, independent agents need to keep up to date.