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.
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?
With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.
Should the uninsured motorist/underinsured motorist limits match those on the bodily injury and property damage liability coverage?
What is the current best practice for storing those recordings in an agency management system (AMS)?
Is a verbal response acceptable or is there a formal way an agency needs to document proof of consent prior to texting?
When a customer sends you a cancellation request, do you follow up with a letter asking if there is a problem?
