Rough Notes
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
BEST VETTING PRACTICES IN A CHALLENGING MARKET Helping clients navigate tough economic conditions and a hardening insurance marketplace When evaluating insurance partners, embracing a culture of risk management puts your The post
Posted: Dec 08, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Does homeowners policy cover ATV injuries? On December 27, 2019, Diamond Jones was riding as a passenger on the back of The post
Posted: Nov 30, 2022
DIGITAL TRANSFORMATION DOESN’T NEED TO BE SCARY Make the most of what you already have by thinking broadly about tech By Joel Zwicker By working in the insurance industry, you’ve The post
Posted: Nov 30, 2022
NEW WAYS TO GIVE BACK Independent agents are finding creative ways to engage employees and increase their levels of philanthropic giving By Bill Ross If there’s one silver lining that The post
Posted: Nov 30, 2022
WHY AUTHENTIC LEADERSHIP? WHY NOW? Tips for honing your skills on your leadership journey By Meg McKeen Do you remember the first time you were authentic? I certainly don’t The post
Posted: Nov 30, 2022
WHAT CAN WE LEARN FROM THE BEST PRACTICES STUDY? Observations from training and development to leadership, staffing and valuation [B]e sure you’re not among those agencies spending more on miscellaneous The post
Posted: Nov 30, 2022
MARKET DRIVERS Five factors driving valuation increases amid rising capital costs By James Graham, CVA The current financial market turmoil continues to have no material effect on merger and The post
Posted: Nov 30, 2022
EIGHT SIMPLE RULES FOR CREATING THE ULTIMATE AGENCY Think with your head and lead with your heart By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, ARM, The post
Posted: Nov 30, 2022