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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
- 2 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
- 2 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
- 2 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, 2022
- 3 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, 2022
- 4 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, 2022
- 2 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, 2022
- 3 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, 2022
- 2 min
Case Study – Standard of Care
Case Study – Standard of Care
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Evan Leitch
- Aug 16, 2022
- 2 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, 2022
- 2 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, 2022
- 3 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, 2022
- 2 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, 2022
- 2 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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Evan Leitch
- Jun 14, 2022
- 3 min
The Great Resignation Or The Great Lead Generator
Since the beginning of the pandemic, employee turnover and retirements have reached all-time highs across many industries. The insurance...
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Mallory Cornell
- Jun 7, 2022
- 2 min
Spokesperon or Employee: Which One Are You?
Many of you have been participants in my E&O Risk Management courses and have heard me discuss the importance of a Social Media Policy....
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Mallory Cornell
- May 31, 2022
- 2 min
The Mirror Test
Does your client’s new policy match their old one? There are a lot of changes going on in the insurance industry and oftentimes change...
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Mallory Cornell
- May 17, 2022
- 2 min
The Importance of an Operations Review
As an approved auditor for Swiss Re Corporate Solutions, I have had the privilege of working with independent insurance agencies across...
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Mallory Cornell
- Apr 8, 2022
- 2 min
Can Your Website Be Used Against You?
As much as your website is a strong tool for advertising, posting information, getting referrals and even accepting payments, it also has a
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Mallory Cornell
- Apr 5, 2022
- 2 min
The Great Talent Search
Whether or not you have an active job posting or are frustrated with the work ethic of a colleague, you are likely aware of the frustrations
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