E&O Risks With Providing Educational Guidance on Online Intake Forms
Where is the line between helping applicants understand a question and improperly influencing or coaching their responses?
Client Communication
Practical Advice for Performing a Book Roll
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.
Can an Agency Non-Renew a Nightmare Customer?
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?
Reimbursement for Evacuation Costs: Help Clients Understand This Coverage
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 an Agency Record Phone Calls With Insureds?
What is the current best practice for storing those recordings in an agency management system (AMS)?
