Agency Operations

Helping your clients better understand the nuances of credit scores, borrowing and other aspects of financial literacy can enable them to make more educated decisions regarding their insurance.

Here are the three most common sources of E&O claims involving HO insurance—and what you can do to defend them or, better yet, avoid them in the first place.

Reflecting the community it serves is the goal of this U.S. military veteran-owned agency based in greater Washington, D.C., where CSRs collectively speak eight languages and the commercial lines account manager is on active duty with the National Guard.

After major surgery and a nine-week chemotherapy regimen, Heath Ritenour saw the learning opportunity his ailments presented to him. Now, he’s cancer-free and continues to provide his employees “freedom from the corporate nonsense.”

Looking to grow your agency’s small commercial business? Check out these four winning strategies.

Is the independent insurance system prepared to fill the perpetuation gap? Industry leaders debate the issue.

The assumption that “bigger is better” can lead to disaster if an agency’s acquisition focus is growth alone, with no attention to E&O risks.

It seems like procuring a life insurance policy for a good customer would present little risk for an errors & omissions claim. But seemingly foolproof steps can result in a claim against even the most experienced insurance agent in several common ways.

For Bryan Insurance Agency in Graham, Texas, an organic compound annual growth rate of more than 40% over the past five years is attributable to team loyalty.

After partnering with Chubb in 2011 to support its efforts on behalf of the Cystic Fibrosis Foundation, Clay Snellings now spends 20% of his time managing the cause—and hopes it becomes a national industry effort within 10 years.