Preventing E&O Claims After a Merger or Acquisition
As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.
As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.
In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.
Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?
The rise of AI is poised to transform independent insurance agencies however, increased adoption is prompting essential discussion regarding the errors & omissions implications of its use by agencies.
The rapid growth in data centers has brought new challenges and a growing need for sophisticated insurance solutions to manage such risks.
People expect fast, seamless experiences when it comes to everything, including insurance. Are your carrier partners evolving to meet your customers’ expectations?
Lawsuits over how businesses collect and use data have surged, driven largely by aggressive plaintiff’s attorneys leveraging decades-old privacy laws in modern contexts.
In a market with such high selectivity, it falls on the prospective insured to show why it would be a good risk. Independent insurance agencies can help insureds implement approaches that demonstrate insurability and manage costs.
Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.
Who really owns that data once it’s stored in a vendor’s system? What happens if an agency decides to switch platforms? And can agents freely connect their data across tools to build the client experience they want, or are they locked into whatever their vendor dictates?