Strategies

Being an omnichannel agency does not mean sacrificing one-on-one customer service for automation.

Should every agent have a copy of the agency agreement, or is there a better method?

“You can’t say, ‘We’re down, we’re flooded, we’re not available,’” says Richard Blades, chairman of Big “I” agency Wortham. “You have to be operating as close to business as usual as you can.”

Regardless of your location, lessons from the most recent regional natural disasters could prove invaluable should you face a crisis in the future—and ensure your firm can serve clients in their greatest time of need.

Why do some presentations elicit enthusiastic responses, while others fall flat? Is it the content, the preparation, the person or something else?

Marijuana, mold, drones—why turn a blind eye to a new risk when it could be so lucrative for your business? Before agreeing to write that policy, make sure you’re not walking straight into an errors & omissions disaster.

It’s never a good idea to customize a certificate of insurance based on who’s asking for what.

You may not even realize it, but your agency’s website could be exposing you to an errors & omissions claim. Keep these two issues in mind to protect your agency.

Are you missing the warning signs that your prospects are dissatisfied? Here are 13 unspoken “no sale signals” to watch out for.

Whether it’s a personal or commercial lines policy, is there ever a good reason to use something other than the insured’s legal name?