Communicate Risk Exposures to Middle-Market Clients
By using clear language, tailored messaging, data-backed insights and relatable examples, insurance agencies can guide their clients to strategic protection.
E&O Loss Control
Offering Umbrella Coverage: 4 Reminders for Independent Agents
To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.
How Agents Can Help Small Businesses in a CAT-Exposed Hard Market
Proactive conversations with clients about catastrophe risks can surface potential coverage gaps and open the door to more forward-looking planning.
How Giving Advice and Making Representations Can Be Risky Business for Agents
Agents must strike a balance between recommending suitable coverage and refraining from providing opinions on whether specific losses are covered under a given policy.
Should an Agency Record Phone Calls With Insureds?
What is the current best practice for storing those recordings in an agency management system (AMS)?
7 Big ‘I’ Resources to Make the Most Of Your Website and Online Presence
Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.
4 Terms to Avoid When Advertising Your Insurance Agency
The use of certain words or phrases can suggest an insurance professional is acting as a risk advisor or fiduciary as opposed to the typical arm’s-length business relationship.
