williamjones

Succession vs. Perpetuation Planning

Perpetuation (noun): the continuation, without end. Succession (noun): a following after. No matter which word you use, do you have a plan?

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.

Agency Profile: Common Core

For the last quarter century, Gibson has achieved the elite status of Best Practices Agency by applying a surprisingly simple formula.

Declaration of Independents: Cathy Hall

Earlier this year, NetVU named Cathy Hall Volunteer of the Year. Although she was “humbled” by the award, Hall believes she’s just one part of a greater whole.

Declaration of Independents: Leandra Heil

After 10 years in the retail industry, Leandra Heil was ready for a career change—but wasn’t willing to relocate from her beloved hometown. A friend pointed her in the direction of a local agency, and nearly six years later, she has no intentions of leavi

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.

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