williamjones

Are You Ready for a Data Breach?

Insurance company-agency agreement wording for both property-casualty and group health agents requires compliance with all current state and federal privacy and data breach response laws.

July 2016

By: Volume 113, No. 7

Outside Job: How to Plan for Non-Family Succession

If you don’t have a family member lined up to take the reins of your agency, you need to start perpetuation planning yesterday. Here’s how to develop a succession plan that leaves relatives out of the picture.

Managing E&O Risks Resulting from M&As

The assumption that “bigger is better” can lead to disaster if an agency’s acquisition focus is growth alone, with no attention to E&O risks.

Why Your Agency Should Care About Climate Change

Last year, roughly $10 billion of the $25 billion in U.S. economic losses went uninsured. How are property-casualty insurers preparing for future storms to avoid larger payouts after the fact?

Make Sure Your Agency Appeals to Buyers

According to a recent study, 24% of independent agencies are considering courting outside buyers. But to succeed with this perpetuation plan, you must understand what investors are looking for.

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