Agency Operations

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.

A history of embracing new technology and communication trends prompted The Weimer Group to gladly inject social media into its marketing plan. Seeking ever-improving efficiency and service, owners Dean Wimmerm and David Beck do business the way consumers

Jim Schubert’s digital marketing strategy seems pitch-perfect. But the singer, musician and former English teacher is quick to say: “None of what we’re doing is really, really well-planned. We just experiment a lot and do more of what works.”

Remember that signed application you never collected? It could cost you.

Last year, sisters Linda Rey and Laura Rey Iannarelli purchased Rey Insurance Agency in Sleepy Hollow, N.Y. from its founder: their father, Francisco (Frank). Before retiring after 35 years, Frank Rey carved a niche servicing the Spanish-speaking resident

Her official title is “corporate communications manager,” but she answers to “marketing/social media geek.” René Carpenter, 46, supports Kapnick Insurance producers by expertly managing what the producers themselves have little time to do.

When you and your client disagree with a carrier’s decision to deny a claim, your natural impulse is to vigorously contest the carrier’s coverage position. But your continued attempts to convince the carrier to reconsider its coverage position could have

Soon after purchasing Goss & McLain in 2004 with the help of InsurBanc, Deborah A. Buckley moved to expand markets by becoming part of the regional Insurance Services of New England.

Randy Wentworth, 44, is a 1987 graduate of InVEST, the Big “I” career awareness program for high school and college students. Insurance doesn’t have the hottest reputation among young people, but the former medical technician and nursing student is workin