E&O Tips
Using Temps to Handle a Vacant Position? There’ Something You Need to Know… Certainly from time to time, a position in your agency becomes vacant. Presuming this is...
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There is no doubt you want to aggressively and effectively promote your agency. After all, it’s a competitive marketplace out there! Remember, though, that how you promote your agency could...
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One of the goals of virtually any organization is consistency: in other words, doing it right. A procedural manual can be and often is a great tool to...
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Before you entered the insurance business, how well did you understand your insurance coverage’s? Now you know how your customers probably feel. If you are not educating your...
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While the phrase document, document, document is very common, there is much more required for documentation to be truly effective. The documentation should be detailed. It should include...
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The 3 C’s – Complete, Current and Correct! Some solid tips to turn the power of the app in your favor: 1) Ensure that all applications are complete and there...
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Effective use of an Exposure Analysis Checklists is considered by many the closest thing to a silver bullet in minimizing the potential your agency could face an E&O...
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The basis of the relationship between the agency and the carriers it represents is heavily based on trust. When providing your carriers with submissions, there is an expectation...
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There is no doubt that agency staff meetings, if properly conducted, can be extremely valuable in many areas. They include: Communication – these meetings are a great way to...
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When you take over an account by broker of record, it is important to realize your work is not done; in fact, it is actually just beginning. One...
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