Agency Operations

Moving a book of business can protect client relationships, strengthen carrier partnerships and improve agency profitability. However, that can only be achieved when the strategy is clear and the execution is disciplined.

What can begin as a relatively small issue on a roof can rapidly escalate into a costly property loss and prolonged business interruption for property owners.

As hurricane season begins, many insurance advisors are spending more time having flood conversations with homeowners living outside traditional coastal markets.

Many drivers assume summer road risks come from major crashes or severe weather—but most claims actually arise from minor, inconvenient, and largely preventable incidents.

Drawing on guidance from underwriters, claims specialists, agency consultants and defense counsel, here are a series of quick, practical steps agencies can take to reduce E&O exposure.

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

Winter Storm Fern highlighted how quickly winter risks can escalate when cold, ice and infrastructure strain overlap. As winter risks continue to evolve, the agent’s role as educator and advisor has never been more valuable.

A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?