Customer Service

Ending a Client Relationship Without E&O Exposure

When ending a client relationship, agencies should focus on risk management, agency protection and maintaining coverage continuity during the transition.

Relationship difficulties. Hand cancellation agreement. Concept business vectorillustration.

3 Workflows That Are Stealing Your Day

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.

How to Serve a Non-English Speaking Client

Is your agency missing prime chances to write more business due to language barriers? But if you do expand your clientele, are you exposing yourself to increased errors & omissions risks?

Declaration of Independents: Jackson Rollo

Jackson Rollo did not grow up dreaming of insurance. But like many second-generation leaders, once he found his way into the business, he stayed because of the relationships, responsibility and real impact independent agents can have in their communities.

Jackson Rollo

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