Should an Agency Record Phone Calls With Insureds? | | https://www.iamagazine.com/strategies/should-an-agency-record-phone-calls-with-insureds | Should 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 AM | Agency Operations & Best Practices | Agency Operations & Best Practices
Professional Liability | Strategies | Big “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-nonpayment | Can 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 AM | Agency Operations & Best Practices | Agency Operations & Best Practices | Strategies | Big “I” Virtual University Faculty | | |
Agency Nation Meets: Nancy Germond | | https://www.iamagazine.com/viewpoints/agency-nation-meets-nancy-germond | Agency 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 AM | Agency Operations & Best Practices | Agency Operations & Best Practices | Viewpoints | Agency Nation | | |
Should a Disclaimer Be Added to an AOR Letter? | | https://www.iamagazine.com/strategies/should-a-disclaimer-be-added-to-an-aor-letter | Should 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 AM | Agency Operations & Best Practices | Agency Operations & Best Practices
E&O Loss Control | Strategies | Big “I” Virtual University Faculty | | |
Unlock Success: How the Best Practices Process Opens the Door to Growth | | https://www.iamagazine.com/strategies/unlock-success-how-the-best-practices-process-opens-the-door-to-growth | Unlock Success: How the Best Practices Process Opens the Door to Growth | Use 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 AM | Agency Operations & Best Practices | Agency Operations & Best Practices
Sales & Marketing | Strategies | Jennifer Becker | | |
M&A Dealmaking Approaching 'Normal’ Levels | | https://www.iamagazine.com/news/m-a-dealmaking-approaching-normal-levels | M&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 AM | In the News | Agency Operations & Best Practices | News | AnneMarie McPherson Spears | | |