williamjones

D&O Insurance: Maximizing Coverage, Minimizing Costs

Want to help your D&O clients get the most bang for their coverage buck? Agents with the best negotiation techniques usually receive the best combinations of coverage and annual premium costs.

How Agency Management Systems Can Help Defend E&O Claims

Too many errors & omissions claims still result in a he said/she said credibility dispute. Documenting all interactions with customers and carriers as well as every insurance transaction can be critically important in defending an E&O claim.

Creating Effective Mission and Vision Statements

“Mission” and “vision” statements often find their ways into agency customer marketing pieces, media releases, blogs, presentation, website copy and more. But many are poorly constructed. Here’s how to get it right.

Agency Profile: Small But Mighty

From building their own agency management platform to launching Montana’s first CoderDojo,Mike and Di Rydell happily flout agency tradition in favor of their own business model. But as third-generation owners, they also respect the lessons of their family

Declaration of Independents

Barb Dale’s mother worked for State Farm and later for an independent agency during a time when most mothers stayed home. When Dale began helping her mom at the office, she learned “things I didn’t know I would need later in life.”

New Lumber Program Covers Post-Sawmill Industries

ICBM, a managing general agency created by wholesale broker Swett & Crawford, offers a comprehensive package program for lumber, building materials and secondary forest product industries.

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