Rough Notes
THE BUSINESS CASE FOR PROFESSIONAL DEVELOPMENT Pandemic fallout and technical advances call for new thinking With the current difficulty finding new employees, offering advanced education and opportunities will be the The post
Posted: Jul 29, 2022
THE BUSINESS CASE FOR PROFESSIONAL DEVELOPMENT Pandemic fallout and technical advances call for new thinking With the current difficulty finding new employees, offering advanced education and opportunities will be the The post
Posted: Jul 29, 2022
PSYCHOLOGY OF THE SALE Knowing your clients’ mindsets While you may take pride in your product and service offerings, it is essential that you explore the mindsets of those whom The post
Posted: Jul 29, 2022
MASTERING THE ART OF DELEGATION Effective delegation builds employee competence, trust and retention; poor delegation skills destroy confidence, morale and initiative Ultimately, it is your responsibility to ensure that the The post
Posted: Jul 29, 2022
NAIC PICKS A FIGHT WITH SENATE BANKING COMMITTEE CHAIR Offer “thoughts and prayers” to the NAIC leadership   In the spring of 2022, U.S. Senator … Sherrod Brown (D-Ohio) began The post
Posted: Jul 29, 2022
A 72-YEAR-OLD START-UP Twin Cities agency focuses on its four C’s: customers, culture, carriers and community By Dennis H. Pillsbury Cox Insurance, St. Paul, Minnesota, is an entrepreneurial start-up that The post
Posted: Jul 29, 2022
SAN ANTONIO ROSE …AND KEPT ON RISING Now the owner of a successful all-lines agency, Shirley Crandall shares the story of her climb to the top By Elisabeth Boone, CPCU The post
Posted: Jul 29, 2022
FORGOTTEN BUT IMPORTANT CGL POLICY CONDITIONS Nine conditions that can sometimes have profound implications Insurance policy conditions may not be sexy or flashy, but they do contain important provisions that The post
Posted: Jul 29, 2022
CONSTRUCTION INSURANCE Let the tough times roll! By Joseph S. Harrington, CPCU Today’s construction market could be compared to a group of athletes or military recruits scrambling up a The post
Posted: Jul 29, 2022
DUSTING OFF THE COBWEBS Now may be the time to rediscover the benefits business By Tony Caldwell In the late 1990s, my insurance agency was looking for an antidote to The post
Posted: Jul 29, 2022
TOP FIVE LESSONS TO LEARN FROM BIG PIZZA From Big Data to bigger slices, learning how to improve on what we do “[I]dentifying ‘high potentials’ is just as important as The post
Posted: Jul 20, 2022
COMMON LAW, COMMON SENSE, COMMON MEANINGS Should insurers cover the costs of avoiding a covered loss? At issue in the Ken’s Foods case is a question of immediate interest to The post
Posted: Jul 20, 2022
SHARPEN YOUR COMPETITIVE EDGE Strategies for solidifying yourself as a powerful growth partner for fitness franchise owners [A]llowing your clients to go with the lowest-cost provider based on dollars and The post
Posted: Jul 07, 2022
ON THE ROAD AGAIN—EFFECTIVE RECRUITING STRATEGIES Why are some agencies able to recruit and retain employees, while others are struggling? How many opportunities are we missing when we fail to The post
Posted: Jul 01, 2022
ARE YOUR PROPERTY CLIENTS LOOKING AT A REPEAT OF 2005? A series of disparate factors may be conspiring to harden the market By Joseph S. Harrington, CPCU   No one The post
Posted: Jun 30, 2022
WHAT’S SO GREAT ABOUT “THE GREAT RESHUFFLE”? How to adapt and thrive amid once-in-a-lifetime labor market By Andrew Widmaier CLCS, CIC By now you have heard about the massive wave The post
Posted: Jun 30, 2022
    THE SILENT KILLER IN YOUR INSURANCE AGENCY Complacency will creep up on you if you allow it Producers like to hide behind activities and busywork. Those things make The post
Posted: Jun 30, 2022
CLAIM SPLITTING DEBATED Was subrogation applied in this confusing lawsuit?   Taking opportunities to assist both personal and commercial clients in understanding various policy provisions … could result in preventing litigation The pos...
Posted: Jun 30, 2022
The Young Pro-Files HOME SWEET MARQUETTE HOME Young CEO chooses location first and successful insurance career follows By Christopher W. Cook In the insurance industry, certain dedicated young professionals stand The post
Posted: Jun 30, 2022
HOW TO DISCUSS RATE ACTIONS WITH YOUR CLIENTS Conversations are simply opportunities to deepen the client relationship The current inflationary climate will likely affect how your clients react to the The post
Posted: Jun 30, 2022
TOP SEVEN MISTAKES THAT LEAD to CLIENT LAWSUITS Avoiding common blunders that insurance agents too often make By Jason Rogers Earning potential, flexibility and the satisfaction of helping clients make The post
Posted: Jun 30, 2022
CLAIM SPLITTING DEBATED Was subrogation applied in this confusing lawsuit?   Taking opportunities to assist both personal and commercial clients in understanding various policy provisions … could result in preventing The post
Posted: Jun 30, 2022
THREE PATHS TO CUSTOMER SERVICE SUCCESS   Strategies to adopt to do your best CSR work [A]s customer service representatives, we feel as if we are at the bottom of The post
Posted: Jun 30, 2022
OPTIMIZING AGENCY AUTOMATION Don’t assume that once you’ve automated that you’re done Agencies interested in optimizing agency automation must first identify pain points within their organizations and the types of The post
Posted: Jun 30, 2022
DATA-DRIVEN POLICY INITIATIVES Commonwealth Fund welcomes Massachusetts’ approach to health care sharing ministries oversight   The Commonwealth Fund (CF) continues to urge state governments to increase regulatory oversight for entities
Posted: Jun 30, 2022