Since the beginning of the pandemic, employee turnover and retirements have reached all-time highs across many industries. The insurance...

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....

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...

As an approved auditor for Swiss Re Corporate Solutions, I have had the privilege of working with independent insurance agencies across...

As much as your website is a strong tool for advertising, posting information, getting referrals and even accepting payments, it also has a

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

In working with independent agencies across United States, I’ve had the pleasure of spending time with individuals at all levels of the orga

As independent agents, there is always a requirement to act in a prudent manner, a careful practice and disclose all material information...

The Operational Review is a critical process for highlighting inconsistencies in workflows, addressing common obstacles for staff...

How an agency operates, should never feel like a guessing game for anyone. Too often we see owners assuming workflows exist, staff finding..

Everybody has heard of chatbots, esignature platforms and different automations for the insurance agency. But there are some lesser-known...

Are there clients whose name you dread seeing on the caller ID? Or those clients that you’re constantly trying to follow up with?

You may have noticed the recent buzz surrounding ADA and Fair Housing Act violations as it relates to website accessibility requirements.

You may be familiar with the saying “if you were hit by a beer truck, what would your family do?”. Now, there are plenty...

There are many aspects to the issues surrounding obtaining, sharing and storing MVRs for an insured.

During a recent E&O Risk Management class, we discussed how ordinances and laws can affect coverage for both personal and commercial clients

Many of you have heard or read about Agency Risk Management and the important role it plays in taking proactive steps to protect your agency

Recently, we have seen an E&O claim trend around insurance limits based on values. The customer’s property has not been properly...