Agency Operations

Independent agents Zuri Malick, Kyle Dean and Kali DeWitt share their personal experiences with perpetuation.

Between now and the day you retire, unforeseeable circumstances may get in the way of your workplace farewell. How can you minimize disruption?

It all started when Andrew Rutherford decided to run the Charleston half marathon. Although they weren’t runners, co-workers Andy Enders and Sydney Kyler gave in and agreed to run the Hershey half. Fast forward three years, and running is now entrenched i

Should every agent have a copy of the agency agreement, or is there a better method?

“You can’t say, ‘We’re down, we’re flooded, we’re not available,’” says Richard Blades, chairman of Big “I” agency Wortham. “You have to be operating as close to business as usual as you can.”

Failing to understand the details of employee classification requirements under workers compensation statutes can result in inaccurate reporting, which can lead to an assessment of additional premium after an audit—and an E&O claim.

Regardless of your location, lessons from the most recent regional natural disasters could prove invaluable should you face a crisis in the future—and ensure your firm can serve clients in their greatest time of need.

Marijuana, mold, drones—why turn a blind eye to a new risk when it could be so lucrative for your business? Before agreeing to write that policy, make sure you’re not walking straight into an errors & omissions disaster.

You may not even realize it, but your agency’s website could be exposing you to an errors & omissions claim. Keep these two issues in mind to protect your agency.