williamjones

Agency Management System: First Line of E&O Defense

Effectively utilizing an agency management system can reduce potential E&O exposure, position an agency to build a quality defense against allegations and ultimately lead to overall revenue growth.

Is Your Agency Ready for a HIPAA Audit?

Insurance agents and agencies that write group health insurance policies are business associates and must comply with HIPAA and HITECH rules and regulations.

How to Get Buy-In When an Agency is Bought Out

Many independent insurance agencies use acquisition to fuel growth. As opposed to corporate takeovers, it can be a more ideal solution when one privately owned company simply absorbs another—but it does create a marketing challenge.

Agency Profile: Calming Presence

The husband-and-wife ownership of this small firm ($1.4 million in revenue) in the Denver area focuses on niche markets and bringing in new talent.

Declaration of Independents

Born and bred in New Orleans, Keith Oufnac returned home to join Eustis Insurance after his early career took him all over the map.

The New L-H Landscape: Where Do You Fit?

Whether or not your agency is involved in the “health” side of life-health, understand these market trends to best position your agency for the l-h cross-sell.

Mixed Signals: to Advocate or Not to Advocate?

It may seem like a natural extension of the service agents provide to customers, but advocating on behalf of the customer on claims can create E&O problems for you in the long run.

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