williamjones

E&O Considerations When Your Agency Undergoes a Transition

Without a doubt, purchasing or selling an insurance agency triggers additional errors & omissions exposure. What processes can successful agencies employ during a transition in order to help reduce their exposure to E&O claims?

Declaration of Independents: Dani Kimble

Dani Kimble spent most of her life building a career in dance. But when a knee injury struck, her doctor advised her to consider a different kind of future. “It was devastating to me at the time, but now, looking back, I feel like it was really a blessing

3 Potential Red Flags to Discuss with Your Surety Clients

The surety industry is one of the most complex markets in insurance—which makes it a great avenue for independent agents to prove their value. But in a persistent soft market, adding value beyond price is easier said than done.

4 Meeting Technologies Every Team Needs

Every team meets. But most teams run their meetings the same way their grandparents did. Now, it’s time to bring how we meet into the modern era.

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