williamjones

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.

Declaration of Independents

A community service mindset prevails at Pathfinder Insurance, and co-owner Laurie Dempsey leads by example.

Agency M&A Update: Seeing Double

Agency mergers & acquisitions are happening at a record pace—and big agencies are getting bigger. Here’s what it means for the independent channel.

An Unlikely E&O Foe?

What does the clear upward trend in E&O claims carriers make against agents and brokers mean for your agency?

Who’s Going to Fill Your Shoes?

According to the 2014 Agency Universe Study, principals aren’t paying enough attention to perpetuation. Here are nine more trends the new research reveals—and what they mean for your agency.

3 Traits of Top-Notch Customer Service

On a business trip to Oregon, I became miserably ill before reaching my destination. When I reached the hotel where I would be staying, a friendly gentleman greeted me with a smile.

Declaration of Independents

As the son of a small business owner who emigrated from Cuba, Alex Dopazo, 36, has a connection with his agency’s commercial clients in South Florida’s multicultural milieu.

The Innovator Next Door

Is your agency stuck in a rut? Pledge to see things differently in 2015. Meet five agents who made changes that mattered to the bottom line.

The Cutting Edge

Some organizations are able to achieve incredible things in implausibly short time frames, using “smartcuts” to rethink convention and accelerate success. IA talked to Shane Snow, author of the new book “Smartcuts,” to find out how.

Filters

    become a member Join the Big "I" Today.