Giving your employees clear direction on what actions they should take or not take in certain situations is essential. But establishing standard operating procedures at your agency is not enough—you must also properly train every staff member on them.
A passion for excellence, integrity, resourcefulness and commitment to the community are the core values that have been driving Oswald for 125 years.
JMD Associates was born out of Hurricane Wilma, says Felice Souliotis, a former educator who joined her husband’s insurance agency in 2010.
Errors & omissions protection or agency growth? They’re not mutually exclusive.
Stick to procedure to avoid the errors & omissions pitfalls of everyday agency operations.
If your agency website is collecting dust, it could be exposing your business to errors & omissions claims—and even fines. To avoid the potential E&O fallout, ask the following questions about your agency website.
When a family friend’s daughter was diagnosed with an inoperable brain tumor at the age of 5, independent agent Ashley Winebrenner decided it was time to take action.
When an insured files a claim, they often count on their agent to manage the situation. Follow these steps to ensure your client relationships don’t break down in a time of crisis.
It’s the oil refineries and gas stations, the truckers who haul hazardous loads and the manufacturing plants, right? True, but other, less conspicuous commercial clients need pollution coverage, too.
“Relentless and loyal” is how Jason Rollo and wife, B.J., describe Rollo Insurance Group, which Jason founded as a startup for a small bank holding company.
