Agency Operations

“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.

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.