Agency Operations

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

Last year, sisters Linda Rey and Laura Rey Iannarelli purchased Rey Insurance Agency in Sleepy Hollow, N.Y. from its founder: their father, Francisco (Frank). Before retiring after 35 years, Frank Rey carved a niche servicing the Spanish-speaking resident

Her official title is “corporate communications manager,” but she answers to “marketing/social media geek.” René Carpenter, 46, supports Kapnick Insurance producers by expertly managing what the producers themselves have little time to do.

When you and your client disagree with a carrier’s decision to deny a claim, your natural impulse is to vigorously contest the carrier’s coverage position. But your continued attempts to convince the carrier to reconsider its coverage position could have

Soon after purchasing Goss & McLain in 2004 with the help of InsurBanc, Deborah A. Buckley moved to expand markets by becoming part of the regional Insurance Services of New England.

Randy Wentworth, 44, is a 1987 graduate of InVEST, the Big “I” career awareness program for high school and college students. Insurance doesn’t have the hottest reputation among young people, but the former medical technician and nursing student is workin

The number of small Best Practices agencies that report industry or product specialties has increased by 58% since 2010, and while larger agencies of all size categories have been dabbling in niches for decades, their niche revenues have also increased ov

At face value, purchasing agency E&O coverage directly from one of your appointed carriers seems like a good deal. But serving your customers and defending your agency from E&O claims are two very separate things.

After merging with like-minded strategic partner The Baldwin Resource Group, local agency The Partners Group went a step further in 2011 when it became a founding agency in Collaboration Centric Solutions.

After three decades in insurance, Scott West—a native Texan, agency owner and cattle rancher—feels strongly that insurance companies serving the independent channel should communicate their goals more effectively with the agency force.