E&O Tips

E&O Tip on “Using Temps to Handle a Vacant Position? There’s Something You Need to Know”

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...

E&O Tip on “What does Your Promotional Material Really Say about You”

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...

E&O Tip on “Agency Procedural Manual – Use It or Lose It”

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...

E&O Tips on “Educate Your Customers”

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...

E&O Tip on “Documentation”

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...

E&O Tip on “Do your applications meet the 3 C’s – Complete, Current and Correct”

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...

E&O Tip on “Exposure Analysis Checklist”

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...

E&O Tip on “Be Honest WIth Your Carriers”

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...

E&O Tip on Staff Meetings

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...

E&O Tip on “Broker of Record Letters”

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...