williamjones

How to Reduce E&O Exposures from the Top Down

If you want the next generation of your agency to find the path to success, you’ll need to let your example show the way. Here are five good habits that can help reduce or prevent errors & omissions claims.

5 Ways to Grow Pipelines and Secure Meetings

Word of mouth, repeat business and referrals used to be enough to maintain a thriving insurance practice. But today, buyers have more options than ever before, and the phone doesn’t ring like it used to.

Tomorrow Land: Meet Millennial Agent Kalim Wells

Growing up, Kalim Wells wanted to be a veterinarian. Instead, he found his calling at his dad’s insurance agency. “I like showing people that yes, we do sell stuff—that’s how we get paid,” he says. “But we’re selling you a product we hope you never need,

Tomorrow Land: Meet Millennial Agent Mitch Southwell

Mitch Southwell has experience working for a captive agency, but it made him feel stagnant—“like we were losing more business than we were selling,” he says. “As far as what consumers want, it’s nice to be able to have the option to keep them in-house and

No Longer Business as Usual: Managing EPLI Exposure

As accounts of inappropriate workplace behavior continue to be shared on a national scale, more employers are beginning to recognize their employment practices exposure—and are seeking information on managing potential risks.

Tomorrow Land: Meet Millennial Agent Carrie Shaw

After starting her career doing wealth management for professional athletes, Carrie Shaw transitioned into insurance to round out her financial skills. Now, she says, “I have a chance to make an impact on a level I never thought possible.”

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