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
Client Claims: How to Avoid Client Claims Turning Into E&O Claims
Top Risks and Challenges Facing Independent Agents
Let's Talk Employee Benefits
Reacting to Headlines: How to Manage EPL Risk Within the Agency
Drive Revenue and Enhance the Customer Experience with Rough Notes Advantage-Plus
Case Study – Standard of Care
New Requirements for TPMO When Selling Medicare Advantage and/or Part D Plans
Replacement Cost: Know Your Limits
Common Challenges Facing Independent Agents
Friend or Foe? Don't be a victim of social engineering.
Employee Involvement During Periods of Change
The Great Resignation Or The Great Lead Generator
Spokesperon or Employee: Which One Are You?
The Mirror Test
The Importance of an Operations Review
Can Your Website Be Used Against You?
The Great Talent Search
Making Time for Customer Service
Case Study - Operations Not Covered
Top 10 Reasons to Conduct an Operational Review