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Independent Agent Magazine

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Should an Agency Record Phone Calls With Insureds? https://www.iamagazine.com/strategies/should-an-agency-record-phone-calls-with-insuredsShould an Agency Record Phone Calls With Insureds? What is the current best practice for storing those recordings in an agency management system (AMS)?10/18/2024 4:00:00 AMAgency Operations & Best PracticesAgency Operations & Best Practices Professional LiabilityStrategiesBig “I” Virtual University Faculty
Can Carriers Tell If a Client Had a Policy Canceled for Nonpayment? https://www.iamagazine.com/strategies/can-carriers-tell-if-a-client-had-a-policy-canceled-for-nonpaymentCan Carriers Tell If a Client Had a Policy Canceled for Nonpayment? If a client’s policy is canceled for nonpayment—whether intentional or not—would it impact that client’s ability to get another policy?9/27/2024 4:00:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesStrategiesBig “I” Virtual University Faculty
Agency Nation Meets: Nancy Germond https://www.iamagazine.com/viewpoints/agency-nation-meets-nancy-germondAgency Nation Meets: Nancy Germond Nancy Germond, Big “I" executive director of risk management and education, is a second-generation insurance professional who has written scores of risk-management articles and a book on workers compensation.8/21/2024 4:00:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesViewpointsAgency Nation
Should a Disclaimer Be Added to an AOR Letter?https://www.iamagazine.com/strategies/should-a-disclaimer-be-added-to-an-aor-letterShould a Disclaimer Be Added to an AOR Letter?An agency is considering adding language to its agent of record (AOR) letter advising that the agency is not responsible for any deficiencies that exist in the coverage until it has a reasonable chance to review the coverages.8/16/2024 4:00:00 AMAgency Operations & Best PracticesAgency Operations & Best Practices E&O Loss ControlStrategiesBig “I” Virtual University Faculty
Unlock Success: How the Best Practices Process Opens the Door to Growthhttps://www.iamagazine.com/strategies/unlock-success-how-the-best-practices-process-opens-the-door-to-growthUnlock Success: How the Best Practices Process Opens the Door to GrowthUse the 2024 Best Practices Study insights to see how your agency's performance measures up—starting with sales velocity.8/15/2024 4:00:00 AMAgency Operations & Best PracticesAgency Operations & Best Practices Sales & MarketingStrategiesJennifer Becker
M&A Dealmaking Approaching 'Normal’ Levels https://www.iamagazine.com/news/m-a-dealmaking-approaching-normal-levelsM&A Dealmaking Approaching 'Normal’ Levels The first half of 2024 saw 300 announced insurance agency mergers and acquisitions, the lowest first-half total in four years, according to OPTIS Partners.7/17/2024 4:00:00 AMIn the NewsAgency Operations & Best PracticesNewsAnneMarie McPherson Spears