Agency Operations

Year of the Customer: 5 Ways to Prevent E&O Claims in 2023

You and your customers have been battered these past few years by various catastrophes of near-biblical proportions. Your customers don’t just want a good year, free of missing coverages and underinsured losses. They need it.

The Perils of Handling Brokered Business

A common error that agencies make when handling brokered business is failing to review the policy for accuracy before forwarding it to the client.