Agency Operations

Errors & omissions claims usually arise from a specific type of error. But once in a while, a claim comes up that’s downright bizarre. Would your agency be susceptible to a similar claim?

In today’s competitive business climate, we tend to be laser-focused on better results, better products and a better experience. But when was the last time you paused to track the strength of your agency’s culture—and connect it to your bottom line?

Smart rookies Matt Naimoli and Zack Gould launched G&N less than four years after graduating college with no clients, no employees, one carrier and a shoebox for an office. Now, they write for nearly every property-casualty carrier in Massachusetts.

“Embrace change,” especially in automation technology and customer service, is the motto of Jim Armitage, co-founder of Arroyo Insurance Services in Arcadia, California.

As Ethics Awareness Month comes to a close, three agents share their most jaw-dropping ethical dilemmas.

Have a client who pays inconsistently, files fictitious claims or fails to report new drivers? Here’s how to handle it, along with resources that address whether or not you’re obligated to continue serving them.

At the recent Pathways to City Resilience Forum, financial and government leaders addressed how U.S. cities and institutions can build resiliency in three key areas: infrastructure, climate change and cyber.

Too many errors & omissions claims still result in a he said/she said credibility dispute. Documenting all interactions with customers and carriers as well as every insurance transaction can be critically important in defending an E&O claim.

From building their own agency management platform to launching Montana’s first CoderDojo,Mike and Di Rydell happily flout agency tradition in favor of their own business model. But as third-generation owners, they also respect the lessons of their family

At the time of the initial meeting with a customer, you must discuss not only necessary coverages but also when they need to be effective.