Agency Operations

Relationships with families and individuals allow agency staff to maintain a high level of involvement in causes important to clients—and many others who will never be clients.

Billy Wagner, 36, views insurance success as a beacon for those in need. When he set out to raise funds for Folds of Honor, a U.S. military charity with personal significance, he co-authored a book on the subject he knows best: “Insuring Your Peace of Min

With modern technology and the ever-increasing use of online applications, a simple signature on an insurance application can be easy to overlook. Don’t forget about its importance.

Thirty-somethings Will and Lisa Lemanski know a social business is a firm with a future. Their M.O. includes consumer-preferred communication and non-traditional advertising.

This independent agent is already working on quality of life for the post-millennial generation. Josh Gibbons, 38, wants kids to feel good about themselves and their futures.

Here are just a few E&O exposures agents face from the change in health insurance delivery—and some risk management considerations that could help prevent E&O claims.

How can you separate yourself from the amateurs who have a title, but nothing beneath the surface? By sniffing out the right information.

Scott Schellin has a finger on the pulse of the Affordable Care Act. In fact, not much happens in the state and national legislative arenas without his agency being aware and involved.

His vibe is rock-star confident. His agency’s promo item is a purple guitar pick, imprinted with the phrase “We pick our clients.” The flip side bears a Foo Fighters-style agency logo.

It may not happen very often, but dealing with a carrier downgrade or impairment can be labor-intensive for agency staff. Here’s how to handle it appropriately—and mitigate E&O exposure.