williamjones

COI Requests: Is There a Blanket Additional Insured Endorsement?

A client’s policy includes an endorsement which provides “blanket additional insured” status to the entity with whom they have a written contract, but the certificate holder still insists that the certificate of insurance must specifically list both it an

20/20 Hindsight: What You Need to Know Before You Sell

Agency owners looking to sell often get caught up in the dollars and cents of the transaction. But when they look back, they wish they’d focused more on the qualities that made them successful in the first place.

The E&O Angle of Making Agency M&As Work

Ever hear the adage, “The two happiest days in a person’s life are the day they buy their boat and the day they sell it”? The same is true of the insurance professional who views acquiring another agency through rose-colored glasses.

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