Rough Notes
TOP 5 CUSTOMER-FOCUSED PHONE TIPS How to use phone calls to help drive client satisfaction [W]hen a client calls you, they want your empathy and they want to know that The post
Posted: Feb 22, 2023
“Other Structures” Are they an overlooked piece of the homeowners underinsurance puzzle? [E]veryone involved has an incentive to explore every opportunity to establish sufficient limits for each insured structure… . The post
Posted: Feb 15, 2023
TOP STRATEGIES FOR NAVIGATING THE HABITATIONAL MARKET It’s a hard market, but there’s plenty of opportunity on the table for agents.   [N]on-admitted coverage is no longer a last resort. The post
Posted: Feb 02, 2023
USE RISK MANAGEMENT TO RECESSION-PROOF YOUR BOOK OF BUSINESS Now is a good time to practice some prevention   By Randy Boss, CRM, MWCA, SHRM-SCP Business traditionally follows a vicious The post
Posted: Jan 31, 2023
LONG-TERM CARE YESTERDAY, TODAY AND TOMORROW The time is right to explore alternatives to current offerings By Frank Morang For as long as many of us have been in The post LO...
Posted: Jan 31, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Contractor negligence and public policy Cox Construction was the general contractor of a project to remodel the Roadway Motel in Long The post
Posted: Jan 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No joy for driver in three-way collision Nshan Simonyan alleged that on October 18, 2017, he came to a stop near The post
Posted: Jan 30, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Stacking debate Within the span of only six days and through no fault of her own, Myra Windham was in two The post
Posted: Jan 30, 2023
INSURTECH, INSHMURTECH– IT’S STILL ABOUT PEOPLE Supporting what’s at the heart and soul of the insurance industry By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, ARM, The post
Posted: Jan 30, 2023
WORKPLACE SAFETY OF THE PSYCHOLOGICAL KIND   Self-awareness and consideration deliver benefits to all By Meg McKeen, CIC I know I’m not the only one. I mean, it can’t just The post
Posted: Jan 30, 2023
DELIVERING ON THE PROMISE Five important things agents should remember about life insurance By Paul Martin, CPCU I had a long conversation with National Alliance Life and Health Academic Director The post
Posted: Jan 30, 2023
THE INITIAL PROSPECT INTERVIEW— A THEATRICAL PERFORMANCE WITH FIVE SCENES Your interview is a structured, rehearsed, and emotionally engaging production   By F. Scott Addis, CPCU, CRA, ACRA, TRA, ASA The post
Posted: Jan 30, 2023
TOP 5 AREAS WHERE INSURANCE LEADERS ARE LIKELY TO BE HIT HARDEST THIS YEAR Will lessons learned from past challenges be applied for a better tomorrow? Many 20- to 30-year-olds The post
Posted: Jan 25, 2023
UM/UIM COVERAGE It’s not always there when you expect it In August, a U.S. court … ruled that a UM/UIM claimant must file suit and determine that it is legally The post UM/U...
Posted: Jan 20, 2023
TECHNOLOGY BUILT FOR CHANGE M3 and Holmes Murphy partner with others to form BrokerTech Ventures   By Dennis H. Pillsbury As technology has become more and more empowering for agencies, The post
Posted: Dec 30, 2022
TO FEED AND PROTECT Young Texas agency owner combines farming with insurance By Christopher W. Cook In the insurance industry, certain dedicated young professionals stand out among their peers and The post
Posted: Dec 30, 2022
DIGITALLY SAVVY AND DATA-DRIVEN Forward-thinking Agent for the Future winners announced By Dave Willis, CPIA For five years, Liberty Mutual/Safeco’s Agent for the Future Awards have honored some of the The post
Posted: Dec 30, 2022
WALTER W. SCHULTZ INSURANCE AGENCY TURNS 100 One-time post office, dry goods purveyor, and real estate shop is all in on serving insurance clients while seeking new business   By The post
Posted: Dec 30, 2022
OVERCOMING OBJECTIONS TO SALES MEETINGS While most producers loathe them, it’s critical to have consistent, intentional meetings By Brent Kelly The problem with sales meetings is that most agencies have The post
Posted: Dec 30, 2022
BUSINESS INCOME AND COVID Looking for possible solutions to pandemic-driven financial woes By Dawn Jackson The past few years have been taxing on every business in some way. Unless you The post
Posted: Dec 30, 2022
FIVE LESSONS I’VE LEARNED IN MY INSURANCE CAREER Insights from almost two decades in the industry By Jeremiah Gonzales I started my insurance career by accident at the tender age The post
Posted: Dec 30, 2022
THE FLOGGINGS WILL CONTINUE UNTIL MORALE IMPROVES Relatively small changes can help to avoid potential E&O problems By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, The post
Posted: Dec 30, 2022
SECURE YOUR SYSTEMS AND NETWORKS WITH SINGLE SIGN-ON Streamlining the number of passwords and resets is a secondary bonus By Collin Passman Phishing and ransomware are just some of the The post
Posted: Dec 30, 2022
TOP 5 BENEFITS OF AN IN-HOUSE WORKERS COMP TEAM Colleagues on the inside can provide insight and evaluation Having an employer that shows it is looking out for the best The post
Posted: Dec 21, 2022
CLAIMS-MADE COVERAGE When the window closes, insureds can be locked out Insureds should not balk for a moment at reporting any sign of a claim to their insurers, no matter The post
Posted: Dec 21, 2022