Rough Notes
THE D WORD: IT’S OKAY TO THINK DIFFERENTLY ABOUT DELEGATION A powerful leadership tool, but a challenging one to leverage effectively As a leader, when you delegate, you’re demonstrating a The post
Posted: Sep 29, 2023
THE EMPLOYEE BENEFITS CONNECTION Giving employees, employers, and brokers the power to demystify and deliver health and wellness benefits using AI   “Nearly 60% of employees delay or avoid treatment The post
Posted: Sep 29, 2023
THE TOP 5 REASONS YOU SHOULDN’T LIE TO A CLIENT Misleading customers is wrong … and for plenty of reasons There is no denying that trust is at the core The post
Posted: Sep 27, 2023
STARTING OUT YOUNG High school co-op program opportunity leads to successful career in insurance By Elisabeth Boone, CPCU It’s a long way from high school to area president and client The post
Posted: Sep 26, 2023
LIMITING DEFENSE WITHIN LIMITS Some states revisiting “burning limits” in claims-made liability policies Defense-within-limits provisions appear most often in claims-made coverage for economic losses not necessarily tied to physical damage
Posted: Sep 20, 2023
INSURTECH INSIGHT FOR AGENTS AND BROKERS Rough Notes, BrokerTech Ventures look at practical, front-line innovations in benefits and more Agents and brokers know how quickly the industry is changing. Insurtech The post
Posted: Sep 14, 2023
THE THREE TYPES OF PRODUCERS All can be “successful” in a way Although they may receive a handful of referrals from a few clients, The post Three Types Of...
Posted: Sep 01, 2023
WHY SHOULD YOU CARE ABOUT YOUR AGENCY’S VALUE? Understanding its value leads to better-informed actions to running the business If you think you know the value of your firm because The post
Posted: Sep 01, 2023
BREAKING FREE FROM UNNECESSARY REMARKETING—CHAPTER TWO: COMMERCIAL LINES Anticipate and educate   [Renewal] isn’t a time to react; it’s a time to get ahead of the situation by communicating with The post
Posted: Sep 01, 2023
UNDERSTANDING LIABILITY AND INDEMNIFICATION Liability for injury or damage is up to the courts, if and how insurance responds is a different issue The CGL policy isn’t a magic blanket; The post
Posted: Sep 01, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Parsing a buy-sell agreement In April 2016, Clifford Christian contracted with Weatherall Builders, which was insured under a commercial general liability
Posted: Sep 01, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS A victory for homeowners insured On February 5, 2010, Raymond Romeo’s property sustained “a water loss followed by ice and flood.” The post
Posted: Sep 01, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Chiropractor under fire Jean-Luc Henry and Dwayne Smith were injured in an automobile accident. They brought two actions related to the The post
Posted: Sep 01, 2023
“We’ve been very involved in the community for a long time, so it just seemed natural that our advertising and marketing should be funneled directly to nonprofits.” —Ben Rathbun President The post
Posted: Sep 01, 2023
(RE) Learning The Brand Rebranding and growth can deliver humility along with a stronger organization By Lori Widmer Matt Masiello says that the insurance industry perception of the previous iteration The post
Posted: Sep 01, 2023
MAKING CUSTOMER SERVICE YOUR COMPETITIVE ADVANTAGE Turn technology into a benefit that catapults your agency ahead of others in the market By TJ Whelan Today’s insurance marketplace is saturated with The post
Posted: Sep 01, 2023
The Young Pro-Files FROM THE FOOTBALL FIELD TO THE INSURANCE TECH FIELD Former NFL tight end helps build sales automation startup firm By Christopher W. Cook It’s that time of The post
Posted: Sep 01, 2023
The post Driving agent sales and productivity with ai appeared first on
Posted: Sep 01, 2023
HOME-BASED BUSINESSES (REVISITED) The most-recent ISO homeowners coverage forms see business-related language changes While exposures have most certainly changed in the last seven The post
Posted: Sep 01, 2023
LLOYD’S MARKET UPDATE Program administrators learn status and outlook for delegated authority By Elisabeth Boone, CPCU With its beginnings in a London coffee shop in the 1680s, Lloyd’s is a The post
Posted: Sep 01, 2023
LIFE AND LONG-TERM CARE CONVERSATIONS Ten crucial questions you should be asking—even if carriers don’t want you to [An] appeal of hybrid life and long-term care products can often come The post
Posted: Sep 01, 2023
THE TOP 5 ANTICIPATED INSURANCE BUYS FOR YOUNG SHOPPERS Survey shows what a new generation thinks about risk and insurance Overall, 51% of respondents stated that the most important feature The post
Posted: Aug 28, 2023
BUSINESS INCOME LOST AND FOUND Prepare your clients for carrier methods used to reduce the amount of covered income losses Producers may wonder how some adjusters can utilize terms and The post
Posted: Aug 17, 2023
PLAYING TO WIN Four secrets to competing successfully for sports insurance accounts Addressing questions can be an eye-opening experience for insureds. It’s also a perfect opportunity to showcase your expertise, earn The post
Posted: Aug 07, 2023
THE THREE SHIFTS IN BECOMING INDISPENSABLE To keep from stalling, make these three shifts to reach the next level If you’ve ever driven a stick shift, you know you can The post
Posted: Jul 31, 2023