Agency Operations

Significant errors & omissions claims have resulted from the marketing and procurement of personal umbrella policies—or lack thereof. Here are a few landmines to watch out for.

After 10 years in the retail industry, Leandra Heil was ready for a career change—but wasn’t willing to relocate from her beloved hometown. A friend pointed her in the direction of a local agency, and nearly six years later, she has no intentions of leavi

Nearly 40 years after leaving his career in politics, new Big “I” Chairman Joe Leahy’s advocacy work lives on in his involvement with the independent agency channel.

If you want the next generation of your agency to find the path to success, you’ll need to let your example show the way. Here are five good habits that can help reduce or prevent errors & omissions claims.

Many insurance agents agree to place coverage that is outside either their area of expertise or their geographical comfort zone. But this is a dangerous practice.

When Karen Fentress worked on the company side and visited independent agents as a product manager, she had no desire to ever become one. But after the birth of her first child, she changed jobs so she could work part-time—at an independent agency.

Technological innovations have dramatically changed our everyday lives, both at home and at work. But in addition to boundless savings in time and money, they can also lead to inconsistencies and confusion.

When it comes to your reputation, hoping for the best isn’t good enough. Here’s how to actively shape and manage your reputation.

Giving your employees clear direction on what actions they should take or not take in certain situations is essential. But establishing standard operating procedures at your agency is not enough—you must also properly train every staff member on them.

A passion for excellence, integrity, resourcefulness and commitment to the community are the core values that have been driving Oswald for 125 years.