Agency Operations

“Blessed to live at the beach,” this second-generation agent says a perfect day begins surfing with her family and continues with a coastal property insurance deal at her Best Practices agency.

Email is supposed to be a simple way to communicate, but for many of us, it’s also a major source of stress. Here are three steps to help you get a grip.

If an insured insists they’re not responsible for a claimant’s allegations, can they refuse to submit the claim to their carrier and advise the claimant to file with their own carrier or pursue legal action?

Plenty of people are doing a good job, but they’re dead in the water. Instead, focus on getting to the head of the pack, and develop these five skills for solving problems.

As meteorologists rev up for what could be a busy hurricane season, share these storm preparation tips with your clients.

Knowing what you can and can’t do isn’t rocket science—it’s one of the core pillars of professionalism. Don’t wander into unfamiliar territory with your clients’ property, wealth and reputation.

No one wants to look foolish in a professional setting. But a number of foolhardy practices result in real-life errors & omissions claims against insurance agents.

Did you know you can save up to $2,000 in taxes by using certain deductions? Here are five that could significantly ease your tax burden.

Agency principals are far more likely to succeed when they build a perpetuation plan around people, agency value, capital and time.

An errors & omissions claim against an agent can often devolve into the agent’s word against the client’s. Your best weapon against this type of case: documentation of the facts.