Agency Operations

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.

Disaster preparedness is critically important for independent agents, but it can seem complicated to start. Fortunately, Agility Recovery, Big “I”-endorsed provider of disaster recovery services, now offers a simple monthly email program for all Big “I” m

Swiss Re Corporate Solutions has found that the following three issues are the most common causes of E&O claims arising from placing workers comp coverage: location, premium and time.

To keep pace with a rapidly changing customer base, agencies have to look and feel like the clients they want to attract.

Is the independent insurance industry equipped to attract minority consumers and talent? Two independent agency leaders debate the issue.

Lack of communication and poor documentation present significant E&O exposures for insurance professionals—risks compounded by a language barrier between agent and client.

VAST BLUE. Scott White cites the process, client experience and culture as his firm’s biggest success—and says its continued evolution is critical to the protection and growth of his agency.

Whether buying or selling, acquisitions are an appealing growth strategy for many independent agencies. The key to surviving intact? Look beyond the numbers—and remember the human element.

While the name on the policy has changed to “Westport Insurance Corporation” and the ownership of the carrier to Swiss Re Corporate Solutions, financial stability and strength has remained a constant.

If your agency’s client relationships center on the golden rule, you’re in good company with the new Big ‘I’ chairman. Find out how Randy Lanoix’s small-town background has shaped his perspective on what it means to serve his customers.