Rough Notes
HOW TO USE DATA TO GROW YOUR BUSINESS The importance of data collection, cleansing, security, and more By Pam Deanovich Every agency/brokerage is different, but all of them collect data The post
Posted: Apr 28, 2023
MASTER SOCIAL SELLING ON LINKEDIN FOR SUSTAINABLE GROWTH AND LONG-TERM SUCCESS Building a strong community   By Andy Neary and Carolyn Smith As we mentioned in last month’s column about The post
Posted: Apr 28, 2023
THE MISSING STEERING WHEEL A life lesson in tech management from a little pink Jeep By Dr. William T. Hold, CIC, CPCU, CLU We live in a world, a country, The post M...
Posted: Apr 28, 2023
CUSTOMER QUESTIONS ABOUT PREMIUMS Why quotes may change By Paul Martin, CPCU A friend called wanting advice about an insurance quote he delivered for a duplex. The insurance company had The post
Posted: Apr 28, 2023
AVOIDING POLICY LANGUAGE ASSUMPTIONS Exercise caution whenever coverage questions get into the weeds   By Marc McNulty, CIC, CRM Anyone who is new to the insurance industry will typically have The post
Posted: Apr 28, 2023
  DOWN IS JUST A LOWER LEVEL OF UP The NAIC suggests more detail and less uniformity in Essential Health Benefits By Kevin P. Hennosy   The Centers for Medicare The post
Posted: Apr 28, 2023
I CAN’T USE CAUGHTUP UNTIL I GET CAUGHT UP Tips for overcoming chronic backlog By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS The post
Posted: Apr 28, 2023
A FOUNDATIONAL PRODUCT GETS AN UPGRADE Transamerica bundles diverse services with group term life By Thomas A. McCoy, CLU Group term life insurance has always been a highly-utilized employee benefits The post
Posted: Apr 28, 2023
IS SELF-ENROLLMENT HERE TO STAY? Finding the key to boosting voluntary benefits participation for your clients   By Joe Goolsby We’re all aware of how much the benefits world shifted The post
Posted: Apr 28, 2023
DON’T BE AFRAID; YOUR TIME IS NOW Three tips for conquering fear so you can journey toward greatness By Reghan Brandt I recently had a conversation with a friend about The post
Posted: Apr 28, 2023
MEDICAL STOPLOSS Helping more employers fight the effects of inflation   By Len Strazewski When the World Health Organization declared the COVID pandemic more than three years ago, self-funded employers The post
Posted: Apr 28, 2023
TOP 5 SIGNS AROUND FRAUDULENT CONSUMER ACTIVITY When things don’t seem right, they just might not be Having a CSI-like mentality as a member of the insurance industry is vital The post
Posted: Apr 26, 2023
MINDING THE LANDLORD-TENANT COVERAGE GAP Even as more tenants buy renters’ insurance, there is no common way to cover the risks in an airtight manner [E]ven when landlords and their The post
Posted: Apr 19, 2023
THE ASSUMPTIONS WE MAKE     Slowing down and listening is key By Meg McKeen, CIC On average, a human being processes between 10,000 and 30,000 words each day. You’ve The post
Posted: Mar 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Is COVID claim covered? Tapestry, Inc., owns “modern luxury and lifestyle brands” including Coach, kate spade new york, and Stuart Weitzman. The post...
Posted: Mar 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Keep on trucking David Simons, an agent of Kaiser Trucking, Inc., was involved in an automobile accident with Bianca Spotted Thunder, The post
Posted: Mar 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Dueling UM clauses Niyokia Lee and James Cooper sustained damages in separate, independent automobile accidents caused by negligent city emergency responders...
Posted: Mar 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Bad day for Rite Aid The question before the appellate court was whether policies that cover lawsuits “for” or “because of” The post
Posted: Mar 30, 2023
QUESTIONS ARE THE NEW ANSWERS Improve performance by asking better questions By Kimberly Paterson, CEC In a world where we’re all drowning in information, sharing data may be useful, but The post
Posted: Mar 30, 2023
STANDARD DEVIATION The mathematics behind a helpful risk management tool   By Sarah Warhaftig, J.D., CRM Isn’t that an oxymoron? How can something be both standard and a deviation? When The post
Posted: Mar 30, 2023
UNCOVERING THE HIDDEN COST AND IMPACT OF RISK MANAGEMENT FAILURE Reasons why risk management can go wrong despite best intentions By Randy Boss, CRM, MWCA, SHRM-SCP Risk management is a The post
Posted: Mar 30, 2023
UNCOVERING THE HIDDEN COST AND IMPACT OF RISK MANAGEMENT FAILURE Reasons why risk management can go wrong despite best intentions By Randy Boss, CRM, MWCA, SHRM-SCP Risk management is a The post
Posted: Mar 30, 2023
BUILDING A PERSONAL BRAND ON LINKEDIN Tips to make your profile stand out from the competition By Carolyn Smith and Andy Neary During a recent Beyond Insurance program, Tom, a The post
Posted: Mar 30, 2023
BUILDING A PERSONAL BRAND ON LINKEDIN Tips to make your profile stand out from the competition By Carolyn Smith and Andy Neary During a recent Beyond Insurance program, Tom, a The post
Posted: Mar 30, 2023
ACCOUNT MANAGEMENT: SO EASY, ANYONE COULD DO IT! How do we develop account managers quickly and effectively? By Cheryl L. Koch, CPCU, ARM, AAI, ACSR, AFIS & Mary M. Belka, The post
Posted: Mar 30, 2023