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?
Sales and Marketing
4 Tips to Improve Product Liability Submissions
In a market where carriers are inundated with submissions, agents can help their product liability clients secure the coverage they need by understanding carriers’ appetite and capitalizing on the opportunities they offer.
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)?
