4 Wishes on an E&O Claims Handler’s Letter to Santa
Hi, Santa. It’s Brian, your favorite agents and brokers errors & omissions claims handler, writing after a year of diligently navigating the complexities of E&O claims.

Hi, Santa. It’s Brian, your favorite agents and brokers errors & omissions claims handler, writing after a year of diligently navigating the complexities of E&O claims.
In 2022, Dew, then 20% owner of WinStar, learned that the other two owners would be retiring. She didn’t want to see the agency absorbed by the large buyers circling overhead and decided she would buy it herself—even if it meant mortgaging her house.
The 2024 Agency Universe Study sheds light on the state of the independent agency channel as it moves past the coronavirus pandemic and through the hard market.
What is the current best practice for storing those recordings in an agency management system (AMS)?
When it comes to planning for your agency’s internal perpetuation, there are numerous factors to consider, each requiring careful consideration and strategic discussion.
Many personal lines clients mistakenly believe their standard homeowners insurance policy covers cyber incidents.
Growing up in a family where insurance was a topic of conversation at the dinner table, Andrews’ future in insurance was written in the stars.
If a client’s policy is canceled for nonpayment—whether intentional or not—would it impact that client’s ability to get another policy?
Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.
Many owners think that having a perpetuation plan is something that only older agency owners need to worry about, but the reality is that every agency owner needs to have a plan in place.