While growing and selling new business is important, an agent must stay in touch with existing policyholders throughout their policy term.

Two of the most common causes of an E&O claim are failure to procure coverage or failure to recommend adequate values and limits. These...

While working with agencies, our team answers many questions on trends, technologies, and start-ups. Here’s the thing. In my opinion,...

According to the Government Accountability Office, less than 50% of businesses carry cyber insurance coverage. At the same time, the...

In a world that relies on digital communication and internet so heavily, Microsoft Outlook stands as the most popular email application....

In the ever-evolving world of an insurance agent, two critical objectives consistently remain at the forefront: driving sales growth and...

If you ever find yourself in the unfortunate situation of an E&O lawsuit, one of the first actions the opposing attorney takes is...

In today's fast-paced and ever-evolving world, insurance agents are constantly seeking innovative ways to enhance their marketing and stream

The million-dollar question: have you obtained e-delivery consent from your customer?

Did you know that how you handle client claims can increase your E&O exposure? Like many internal workflows of the agency, not having clear

Talent It comes as no surprise that an agency’s ability to attract and retain top talent will save them a tremendous amount of money in...

If I have learned one thing while working on E&O risk mitigation it is that claims do not discriminate by agency size, location or line...

The recent string of allegations making headlines has brought many individuals (mostly women) forward to talk about their sexual assault...

Things are constantly changing all around us; categories of industry, coverage forms, exposures, policy language – the list goes on and...

Case Study – Standard of Care

The Centers for Medicare & Medicaid Services (CMS) have released their final ruling on requirements for the marketing and communication...

There is a theme within the questions that have been brought to my attention over the last thirty days: replacement values. In reviewing age

Talent It comes as no surprise that an agency’s ability to attract and retain top talent will save them a tremendous amount of money in...

Don’t be a victim of social engineering As a true crime junkie, the idea of social engineering is intriguing to me; it also presents a...

It is a well-known fact that making changes in the workplace can be hard. Debbie Downer refuses to use the technology.