Keeping in Touch with Clients – the Value of Pre-Renewal Email
While growing and selling new business is important, an agent must stay in touch with existing policyholders throughout their policy term.
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Evan Leitch
Feb 62 min
The Power of Coverage Rejection Forms
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...
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Mallory Cornell
Jan 92 min
Shiny Object Syndrome: A Diagnosis and Treatment Plan
While working with agencies, our team answers many questions on trends, technologies, and start-ups. Here’s the thing. In my opinion,...
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Evan Leitch
Dec 13, 20232 min
Cyber Insurance: Important to Offer to Every Commercial Client
According to the Government Accountability Office, less than 50% of businesses carry cyber insurance coverage. At the same time, the...
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Evan Leitch
Nov 15, 20233 min
Mastering Outlook: Tips and Tricks to Maximize Efficiency
In a world that relies on digital communication and internet so heavily, Microsoft Outlook stands as the most popular email application....
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Evan Leitch
Oct 17, 20233 min
Drive Sales and Reduce Your E&O Risk by Using Coverage Checklists
In the ever-evolving world of an insurance agent, two critical objectives consistently remain at the forefront: driving sales growth and...
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Evan Leitch
Sep 5, 20231 min
E&O Risk Management: Top 10 Words and Phrases to Avoid on Your Website!
If you ever find yourself in the unfortunate situation of an E&O lawsuit, one of the first actions the opposing attorney takes is...
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Evan Leitch
Aug 15, 20232 min
If You Aren’t Using ChatGPT Yet, Here’s Where to Start!
In today's fast-paced and ever-evolving world, insurance agents are constantly seeking innovative ways to enhance their marketing and stream
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Mallory Cornell
May 31, 20232 min
Emailing Insurance Documents to Clients? Read This!
The million-dollar question: have you obtained e-delivery consent from your customer?
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Mallory Cornell
Jan 17, 20232 min
Client Claims: How to Avoid Client Claims Turning Into E&O Claims
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
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Mallory Cornell
Oct 21, 20223 min
Top Risks and Challenges Facing Independent Agents
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...
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Mallory Cornell
Oct 12, 20224 min
Let's Talk Employee Benefits
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...
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Mallory Cornell
Sep 28, 20222 min
Reacting to Headlines: How to Manage EPL Risk Within the Agency
The recent string of allegations making headlines has brought many individuals (mostly women) forward to talk about their sexual assault...
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Mallory Cornell
Sep 14, 20223 min
Drive Revenue and Enhance the Customer Experience with Rough Notes Advantage-Plus
Things are constantly changing all around us; categories of industry, coverage forms, exposures, policy language – the list goes on and...
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Evan Leitch
Aug 26, 20222 min
Case Study – Standard of Care
Case Study – Standard of Care
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Evan Leitch
Aug 16, 20222 min
New Requirements for TPMO When Selling Medicare Advantage and/or Part D Plans
The Centers for Medicare & Medicaid Services (CMS) have released their final ruling on requirements for the marketing and communication...
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Mallory Cornell
Aug 10, 20222 min
Replacement Cost: Know Your Limits
There is a theme within the questions that have been brought to my attention over the last thirty days: replacement values. In reviewing age
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Mallory Cornell
Jul 26, 20223 min
Common Challenges Facing Independent Agents
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...
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Mallory Cornell
Jul 13, 20222 min
Friend or Foe? Don't be a victim of social engineering.
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...
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Mallory Cornell
Jun 28, 20222 min
Employee Involvement During Periods of Change
It is a well-known fact that making changes in the workplace can be hard. Debbie Downer refuses to use the technology.
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