Rough Notes

ELEVATE YOUR WORKFORCE

Program administrators can engage students to build organizational strength By Elisabeth Boone, CPCU In a Target Markets Professional Administrators Association presentation titled “Elevate Your Workforce: Accessing Student Talent,” Tandeka Nomvete,...

Posted: Sep 06, 2024

SECURING YOUR BUSINESS

The power of restrictive covenants By Elisabeth Boone, CPCU In today’s competitive business landscape, safeguarding company interests is paramount. Program administrators had the opportunity to learn about the critical role of restrictive covenants i...

Posted: Sep 06, 2024

INTRODUCING (PBP) DESIGNATION

Education offering brings updated content and continuing education credits By Elisabeth Boone, CPCU The Target Markets Program  Administrators Association recently unveiled a new professional designation and hosted a webinar to introduce the new offe...

Posted: Sep 05, 2024

Navigating The Growth And Evolution Of Program Business

Insights from the Target Markets Program Administrators Association By Gene Abbey and Sarah Ayars The expansion of the program marketplace and the growth of the Target Market Program Administrators Association (TMPAA) reflect a dynamic and evolving i...

Posted: Sep 05, 2024

Sad fate for driver and passenger

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Sad fate for driver and passenger A motor vehicle accident occurred on November 4, 2015, that involved Fendol Carruthers Jr. and Donna Powers. Carruthers was ch...

Posted: Sep 03, 2024

No stacking allowed

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No stacking allowed On December 5, 2018, shortly before 9 p.m., Mark Kuhn was driving a school bus carrying the Normal West High School junior varsity girls’ ba...

Posted: Sep 03, 2024

No attorney fees for tornado victim

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No attorney fees for tornado victim On May 25, 2019, after a tornado damaged the home of Mario Rodriguez, his homeowners insurer, Safeco Insurance Company of In...

Posted: Sep 03, 2024

Everything You Need To Know Won’t Qualify For CE Credit

Learn everything you need to know, not the bare minimum “[S]oft skills” are often the hardest to learn, and the most important to possess, when working in an independent insurance agency. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CP...

Posted: Sep 03, 2024

Tell us what you want, what you really, really want

Lead with clarity and others will want to accompany you on the journey [I]f you adjust your strategies and behaviors, you can achieve the clarity you need to change course and achieve excellence. By Brent Kelly When you ask agency leaders about their...

Posted: Sep 03, 2024

The Power of Giving Back

A Strategy TO DRIVE YOUR AGENCY FORWARD “Giving back” is a win-win for everyone While it is obvious that charitable giving and philanthropic involvement foster positive feelings, … [they also] cultivate an enhanced corporate reputation overall, espec...

Posted: Sep 03, 2024

FLIP THE SCRIPT: UNLOCKING THE POWER OF REVERSE MENTORSHIP

Harness the diverse strengths that each generation brings to the table [A] reverse mentorship program is not just about guidance; it’s about creating a dynamic exchange of knowledge that benefits everyone involved. By Carolyn Smith, APR, TRA During a...

Posted: Sep 03, 2024

FROM BUDDY TO BOSS

How shifting dynamics can create space for a new and thriving relationship [T]he relationships you have with those “who knew you when” can be some of the most validating when we’re questioning our worthiness for our current role … . By Meg McKeen, CI...

Posted: Sep 03, 2024

YOUR BUSINESS IS NOT A COMMODITY

Don’t shortchange yourself and your fellow shareholders by buying into a myth The serial acquirers of insurance brokers have often worked on hundreds of merger and acquisition (M&A) transactions while an owner is likely to have never completed or...

Posted: Sep 03, 2024

QUADRUPLED GROWTH IN FOUR YEARS

Tower Street Insurance & Risk Management team members on the front steps of their office building, Providence Towers, a landmark facility in North Dallas. Scout, the floppy-eared team member down front, accompanies Chris to work from time to time...

Posted: Aug 30, 2024

Make INSURTECH Your Most Productive Employee

Elevate both your customers’ experience and your agency’s overall performance By Michael Streit In today’s market shaped by tech giants, customer service expectations have significantly increased across all industries. And the reason is simple: Techn...

Posted: Aug 30, 2024

REVOLUTIONIZING CUSTOMER EXPERIENCE

A thought leader’s perspective on serving the modern insurance buyer By Mick Hunt In today’s rapidly evolving market, customer experience (CX) has undergone a seismic shift. Gone are the days when customer satisfaction was solely about face-to-...

Posted: Aug 30, 2024

NATIONAL AFRICAN AMERICAN INS. ASSOC. NATIONAL

Empowering its members through professional development and networking opportunities By Christopher W. Cook Founded in 1997 by independent insurance agent Jerald L. Tillman, whose insurance career today spans over 45 years, the National African Ameri...

Posted: Aug 30, 2024

GIVE A LITTLE, GAIN A LOT MORE

Standing in front of Zeller Insurance with his teammates, Nate West (third from left) is well known in Columbus, Indiana, for his ’75 Ford pickup truck. Indiana agent wins PIA National Young Insurance Professional of the Year award By Christopher W....

Posted: Aug 30, 2024

BEST PRACTICES FOR TIME MANAGEMENT

Strategies for service staff, producers and principals By Heath Shearon Ah, time management—a topic that resonates deeply in the whirlwind world of insurance. In an industry where every tick of the clock can shift the balance of client satisfaction a...

Posted: Aug 30, 2024

LEGAL SERVICES PROTECTION GAINS MOMENTUM

Voluntary product covers planned and unplanned expenses “There can be two major sources of stress. First, the stress of the legal issue itself, and then the stress of figuring out who is going to help you deal with it.” —Emily B. Rose President, Busi...

Posted: Aug 30, 2024

TOP 5 STEPS TO END YOUR SLUMP

 The first thing to do is pause and step back; you may need some serious self-reflection Telling yourself you’ve done everything right and that you are where you are at because others have failed you is easy. It’s also wrong. By Michael Wayne Well ov...

Posted: Aug 27, 2024

GOOSE, MEET GANDER

California court says insurer must allow claimant to record exams under oath In a contentious claim scenario …  settlement could be complicated by conflicting interpretations of nonverbal behaviors during an examination under oath. By Joseph S. Harri...

Posted: Aug 14, 2024

ESCAPING THE GOOD-RESULTS TRAP

What’s holding you back? When you’re achieving good results, it’s tempting to not raise the bar on agency standards. By Roger Sitkins During our training and coaching sessions, I always ask participants if they are making more money than they expecte...

Posted: Aug 01, 2024

NAVIGATING THE FOUR PILLARS OF BUSINESS RISK

Helping clients understand and manage risk Effective risk management isn’t just about checking boxes; it’s the backbone of resilience for businesses. It keeps their assets safe, their reputation intact, and their future bright. By Randy Boss, CRM, MW...

Posted: Aug 01, 2024

INSURANCE IS FUN (AND OTHER OXYMORONS)

Tooting the industry’s horn So, why the bad rap? …People don’t like what they don’t understand, and they don’t understand insurance. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM, ARe, RPLU, CIC Most of us are aware that...

Posted: Aug 01, 2024