williamjones

Agency Profile: D.C., Diversified

Reflecting the community it serves is the goal of this U.S. military veteran-owned agency based in greater Washington, D.C., where CSRs collectively speak eight languages and the commercial lines account manager is on active duty with the National Guard.

Declaration of Independents: Heath Ritenour

After major surgery and a nine-week chemotherapy regimen, Heath Ritenour saw the learning opportunity his ailments presented to him. Now, he’s cancer-free and continues to provide his employees “freedom from the corporate nonsense.”

Managing E&O Risks Resulting from M&As

The assumption that “bigger is better” can lead to disaster if an agency’s acquisition focus is growth alone, with no attention to E&O risks.

How to Handle Life Insurance-Related E&O Claims

It seems like procuring a life insurance policy for a good customer would present little risk for an errors & omissions claim. But seemingly foolproof steps can result in a claim against even the most experienced insurance agent in several common ways.

Agency Profile: Taking the Heat

For Bryan Insurance Agency in Graham, Texas, an organic compound annual growth rate of more than 40% over the past five years is attributable to team loyalty.

Declaration of Independents: Clay Snellings

After partnering with Chubb in 2011 to support its efforts on behalf of the Cystic Fibrosis Foundation, Clay Snellings now spends 20% of his time managing the cause—and hopes it becomes a national industry effort within 10 years.

Build a Digital Sales Culture

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t

Is Your Agency Making Empty Promises on Its Website?

Technology has done wonders to increase an insurance agency’s productivity and sales goals. But the statements an agency makes on its website and marketing materials can lead to serious, unintended consequences from an E&O perspective.

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