Agency Operations

Roman philosopher Seneca once said, “Luck is what happens when preparation meets opportunity.” This notion can do wonders for your agency.

A good checklist includes coverage choices as well as optional coverages a client might want to accept or reject.

Dealing with high net-worth clients is not the same as dealing with your other clients.

As 20th-century writer and philosopher George Santayana famously declared, “Those who cannot remember the past are condemned to repeat it.” No argument here. Insurance underwriters and claim managers share the conviction that the surest way to predict the

With the advent of ridesharing services leading many individuals to use their personal vehicles for income, the insurance industry has had to adapt quickly.

Selling and servicing insurance is not like selling and servicing other products. Here are five ways to avoid errors & omissions claims through smart sales practices.

Ever hear the adage, “The two happiest days in a person’s life are the day they buy their boat and the day they sell it”? The same is true of the insurance professional who views acquiring another agency through rose-colored glasses.

If you want the next generation of your agency to find the path to success, you’ll need to let your example show the way. Here are five good habits that can help reduce or prevent errors & omissions claims.

Errors & omissions protection or agency growth? They’re not mutually exclusive.

Stick to procedure to avoid the errors & omissions pitfalls of everyday agency operations.