Should an Agency Inform Insureds of Cancellations for Nonpayment?
Should agents let the insured know and track down the premium past due or just let the policy lapse?
Agency Operations
How to Avoid E&O Exposures When Using Interpreters
If your agency needs to use an interpreter to communicate with a customer, do you know what you need to document about the exchange?
Should an Agency Follow Up with Late-Paying Clients?
Is there a recommended follow-up policy that preserves workflow? If we have been following up with clients, are we stuck in that precedent forever?
What Happens If You Pay Your Client’s Premium and They Don’t Pay You Back?
Can you order the carrier to cancel the policy for nonpayment?
How to Properly Train Your Staff on Binding Authority
Should every agent have a copy of the agency agreement, or is there a better method?
Should You Ever Abbreviate an Insured’s Name?
Whether it’s a personal or commercial lines policy, is there ever a good reason to use something other than the insured’s legal name?
