Rough Notes
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
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