Strategies

A high-net worth customer in Pennsylvania would like to leave a car at his secondary home in Oregon. The car would be available to local family members to use throughout the year.

Does your agency staff feel safe to admit mistakes before they become an errors & omissions claim? One of the worst E&O nightmares is someone hiding agency mail to avoid facing their mistakes.

For independent insurance agencies, this could be an innovative, family-focused benefit to offer employees or to strengthen relationships with commercial and personal lines customers.

Artificial intelligence (AI) technology can be overwhelming, but it’s not an all-or-nothing game. Here are five steps to thoughtfully implement AI in your agency.

When there’s no long-term care plan in place, care decisions are made in a crisis. Here are four tips agents can use to help clients integrate LTC into their plans.

A manufacturer sold a division of the business. Is discontinued products liability necessary, or will the ongoing CGL cover the liability for the products manufactured and sold before the sale?

Catastrophe season can stretch even the most experienced insurance professionals to their limits. Between managing claims and fielding urgent questions, staying organized and efficient becomes key to success.

As schools and other entities consider policies that limit or ban cellphone use, agents can offer risk control guidelines that might help avoid a claim.

A packing and crating company occasionally moves specialty items. Does its business auto policy exclude property damage to others in the process of loading or unloading?

With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.