Strategies

Nonprofit organizations face many of the same legal exposures as for-profit organizations, including conflicts of interest, breach of fiduciary duty and theft.

What is the current best practice for storing those recordings in an agency management system (AMS)?

A well-documented agency file can mean the difference between outright vindication and a murky swearing contest that results in a lawsuit, settlement or both.

A U.S.-based trucking client’s truck and cargo were stolen in Canada, but the carrier denied the claim due to a territorial exclusion. The loss happened “before the insured had a chance to read the policy.”

An insured health care organization with directors & officers and employment practices liability insurance policies asked its agent if sexual harassment was covered on its D&O policy.

It is possible to offer a quote without substituting your judgment for your customer’s, which is a leading cause of E&O claims.

Here are six of the most common misconceptions the general public shares about flood coverage, which affect an agent’s ability to sell a flood policy.

New organizational changes often mean new risks.

Mortgage lenders are requiring agents to supply a replacement cost estimate (RCE) for refinance closings. Is this something the agents should be doing?

Coverage written on a claims-made basis require key employees to report any incidences that qualify as or may lead to a claim.