Agency Operations

Thirty-somethings Will and Lisa Lemanski know a social business is a firm with a future. Their M.O. includes consumer-preferred communication and non-traditional advertising.

This independent agent is already working on quality of life for the post-millennial generation. Josh Gibbons, 38, wants kids to feel good about themselves and their futures.

Here are just a few E&O exposures agents face from the change in health insurance delivery—and some risk management considerations that could help prevent E&O claims.

How can you separate yourself from the amateurs who have a title, but nothing beneath the surface? By sniffing out the right information.

Scott Schellin has a finger on the pulse of the Affordable Care Act. In fact, not much happens in the state and national legislative arenas without his agency being aware and involved.

His vibe is rock-star confident. His agency’s promo item is a purple guitar pick, imprinted with the phrase “We pick our clients.” The flip side bears a Foo Fighters-style agency logo.

It may not happen very often, but dealing with a carrier downgrade or impairment can be labor-intensive for agency staff. Here’s how to handle it appropriately—and mitigate E&O exposure.

A history of embracing new technology and communication trends prompted The Weimer Group to gladly inject social media into its marketing plan. Seeking ever-improving efficiency and service, owners Dean Wimmerm and David Beck do business the way consumers

Jim Schubert’s digital marketing strategy seems pitch-perfect. But the singer, musician and former English teacher is quick to say: “None of what we’re doing is really, really well-planned. We just experiment a lot and do more of what works.”

Remember that signed application you never collected? It could cost you.