Agency Operations

Whether it’s a personal or commercial lines policy, is there ever a good reason to use something other than the insured’s legal name?

Some agencies find that outsourcing lower-level service interactions helps in-house employees improve the quality of their customer service. But for most smaller shops, in-house service is still a hallmark of the independent agency.

Customer service is a sacred cow for many independent agencies. But if you have an eye on growth, outsourcing customer service might not only make sense, but actually help you strengthen relationships with clients.

Which does your agency implement: in-house or outsourced customer service? Two independent agents debate which is more effective.

As new risks continue to emerge at a dizzying pace, new insurance products are cropping up constantly. And even a veteran insurance agent can run into trouble placing these new coverages.

Millennials are more likely to purchase, service and modify their insurance online or through other electronic methods. How does the potential for an errors & omissions claim increase with this shift toward a virtual marketplace?

To grow your business and fill talent holes, you need to consider who will make your organization stronger before you invest in hiring and training. Use the ATM method to make sure a candidate is the right fit.

“Blessed to live at the beach,” this second-generation agent says a perfect day begins surfing with her family and continues with a coastal property insurance deal at her Best Practices agency.

Email is supposed to be a simple way to communicate, but for many of us, it’s also a major source of stress. Here are three steps to help you get a grip.

If an insured insists they’re not responsible for a claimant’s allegations, can they refuse to submit the claim to their carrier and advise the claimant to file with their own carrier or pursue legal action?