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.

Top 5 Most-Read Articles in Independent Agent in December

December looked at the 2025 Atlantic hurricane season, the impact of claims management on customer experience, state requirements for paid leave and time off. Plus, state regulations on artificial intelligence (AI) as well as a review of 2025’s top stories.

Filters

Legal and Compliance

  1. Sales and Marketing (3)
    1. Customer Service (3)
  2. Agency Operations (1)
    1. E&O Loss Control (1)
    2. Disaster Preparedness (2)
    3. Claims (1)
  3. Technology and Tools (1)
    1. Artificial Intelligence (1)
    2. Data Analytics (1)
  4. HR and Staffing (1)
    1. Employee Benefits (1)
    2. HR Compliance and Regulation (1)
    3. HR Policies (1)
  5. Legal and Compliance (1)
    1. Legislation (2)
    2. Insurance Regulation (1)

  1. Commercial Lines (1)
    1. Professional Liability (1)
      1. E&O (1)
    2. Workers Compensation (1)
    3. Commercial Property (1)
  2. Personal Lines (1)
    1. Homeowners (1)
  3. Flood (1)

  1. Posts (2)
  2. News (1)

  1. Government Affairs (1)
    1. InsurPac (1)
  2. E&O Guardian/Professional Liability (1)

  1. Announcements & Events (1)

become a member Join the Big "I" Today.

Join