Rough Notes
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
REPLICATING THE RIGHT BEHAVIORS A dual challenge to achieve excellence   By Roger Sitkins During year-end reviews with my highest-performing private clients, I noticed an interesting trend. All of the The post
Posted: Mar 30, 2023
TOP 5 WAYS AGENCIES ARE FINDING SUCCESS Everything from trust and compensation to education and engagement Fewer than 20% of agencies attend career fairs. Fewer than 30% offer internships. Get The post
Posted: Mar 24, 2023
POLLUTION (NON?) EXCLUSIONS Divergent rulings undermine their application Ambiguity is a slender reed to rely on for protection. It’s time to revisit the distinction between environmental pollution and spills of The post
Posted: Mar 23, 2023
SHOPPING FOR COMP Could a shifting market environment change the way you shop for workers comp? The more familiar your partner is with the workers comp space, the quicker and The post
Posted: Mar 08, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Lead paint debate CX Reinsurance Company issued commercial general liability policies to several Baltimore residential landlords that included coverage for b...
Posted: Mar 01, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No dice for gutter company On April 9, 2018, Millard Gutter Company filed a complaint against Shelter Mutual Insurance Company in The post
Posted: Mar 01, 2023
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS A question of rescission In May 2019, Damon McDowell and Deeanna Lawson purchased a homeowners policy from Allstate Vehicle and Property The post
Posted: Mar 01, 2023
CHANGING YOUR GAME TO ATTRACT RAVING GEN Z FANS Understanding the “newest” generation By F. Scott Addis, CPCU, CRA, ACRA, TRA, ASA Major League Baseball (MLB) recognized that its fan The post
Posted: Mar 01, 2023
EFFECTIVE EMAIL MARKETING Engage with a purpose and always make sure you are delivering value By Chris Paradiso A recent study by Litmus found that every dollar spent on email The post
Posted: Mar 01, 2023
EXPECT MORE FEDERAL OVERSIGHT OF MEDICARE ADVANTAGE PLANS Complaints grow at a faster rate than the market By Kevin P. Hennosy Through the year 2022, federal and state officials have The post
Posted: Mar 01, 2023
IT’S ALL ABOUT CASH FLOW The importance—and benefits—of real discipline   By James Graham, CVA The valuation of an insurance brokerage is the result of the risk-adjusted rate of The post
Posted: Mar 01, 2023
CLOSING THE GAP BETWEEN TECHNOLOGY AND CUSTOMER SERVICE Maintaining a balance is vital By Marc McNulty, CIC, CRM Our agencies and the insurance companies we represent wouldn’t be in existence The post
Posted: Mar 01, 2023
STRENGTHENING THE PAYOUT PHASE OF RETIREMENT PLANS Leading retirement executives outline their ideas By Thomas A. McCoy, CLU What would it take to make the overall retirement system stronger? Specifically, The post
Posted: Mar 01, 2023
RESHAPE YOUR ACCOUNT MANAGERS’ CAPACITY Steps for growing and increasing revenue handled by each employee By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, ARM, AAI, ACSR, The post
Posted: Mar 01, 2023
PUBLIC SECTOR ENTITIES Today’s challenges prompt consideration of new approaches to risk transfer for municipalities and other public bodies By Joseph S. Harrington, CPCU What’s driving increases in the cost The post
Posted: Mar 01, 2023
DISABILITY INSURANCE As “long COVID” lingers, disability design plans are changing By Len Strazewski Early in the COVID-19 pandemic, patients packed hospitals and struggled to breathe, using oxygen systems and—in The post
Posted: Mar 01, 2023
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