Rough Notes
YOUR REACTION TO CHANGE DRIVES YOUR GROWTH Partnerships impact how your insureds are nurtured and serviced when they most need it With change comes the opportunity to expand our knowledge The post
Posted: Aug 31, 2022
IS THE SKY FALLING? Is now the time for agency owners to explore options?     While an insurance agency is an attractive investment in any market, buyers will start The post
Posted: Aug 31, 2022
EMERGENCY SAVINGS PLAN An automated strategy to meet a basic need By Thomas A. McCoy, CLU The simplest, safest and, possibly, most utilized financial tool for individuals of all income The post
Posted: Aug 31, 2022
DIVERSITY MATTERS—CAST A BROADER NET   Blow up the existing model and try something different   Account management is a noble calling, and it’s not for everyone. But it’s also The post
Posted: Aug 31, 2022
POLICYMAKERS CONTINUE TO BANG THE DRUM FOR TRANSPARENCY IN THE HEALTHCARE SECTOR Is there any amount of information that will power consumer-driven competition?   A quick review of hospital pricing The post
Posted: Aug 31, 2022
THE CUSTOMER IS THE MISSION Nashville agency focuses on helping people, and all the rest follows By Dennis H. Pillsbury In 2020, three months before n COVID-19 was declared a The post
Posted: Aug 31, 2022
CONTACT TRACING TO MITIGATE RISK How agents and brokers can help clients address future pandemic issues By Mike Steere Business interruption insurance remains a dynamic topic as insurers, governments and The post
Posted: Aug 31, 2022
WELLBEING AND AGENCY CULTURE Active focus improves employee engagement, productivity and more   By Maura C. Ciccarelli One thing the COVID-19 pandemic taught business leaders is that taking an active The post
Posted: Aug 31, 2022
THE IMPORTANCE OF EXCELLENT CUSTOMER SERVICE A review of basic skills needed to succeed in an agency’s crucial service role Whatever course an agency owner chooses, the goal is the The post
Posted: Aug 30, 2022
FIVE TIPS FOR IMPRESSING YOUR CLIENTS WITH A STRATEGIC PLAN It’s easier to hang on to clients if you’re deliberate about your approach The percentage of customers that will consider The post
Posted: Aug 24, 2022
ABORTION AND CIVIL LIABILITY Will insurers be caught in the middle? Regarding abortion, some states have enacted laws allowing individuals to sue people who have had a role in aiding, The post
Posted: Aug 17, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Rear-end collision woes Jessica Moser was insured under an automobile policy issued by Auto Club Property Casualty Insurance Company. The policy The p...
Posted: Aug 05, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Does UIM claim apply to decedent? Ryan Johnson died from injuries sustained in an automobile accident in 2015, leaving behind his The post
Posted: Aug 05, 2022
WORKERS COMPENSATION An oasis in a dry desert; an island in stormy seas By Joseph S. Harrington, CPCU Anyone who watches broadcast media coverage or engages in social media commentary The post
Posted: Jul 29, 2022
WORKERS COMPENSATION An oasis in a dry desert; an island in stormy seas By Joseph S. Harrington, CPCU Anyone who watches broadcast media coverage or engages in social media commentary The post
Posted: Jul 29, 2022
THE BIG PICTURE What infrastructure spending means for surety producers Surety agents can look to middle-market construction companies as an opportunity. Not only might there be a shorter line of The post
Posted: Jul 29, 2022
THE BIG PICTURE What infrastructure spending means for surety producers Surety agents can look to middle-market construction companies as an opportunity. Not only might there be a shorter line of The post
Posted: Jul 29, 2022
CAVEAT EMPTOR Process is very important in acquisition By Dan Girardi Independent insurance agency owners historically have no choice but to become proficient at numerous skills in order to run The post
Posted: Jul 29, 2022
PARTNERING WITH UNIVERSITIES Arbella Insurance and the Isenberg School of Management at UMass Amherst create insurance competition for undergrad business students By Christopher W. Cook We’ve heard the terms The post
Posted: Jul 29, 2022
THE POWER OF PROVEN PROCESSES The most critical core processes needed to drive the results you want Following a process is not a matter of pushing paper; it’s about having The post
Posted: Jul 29, 2022
KEYS TO THE GATES OF SUCCESS— NOW AND IN THE FUTURE A discussion about leadership, investment, and winning You are never too old, you are never too poor, you are 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
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