Rough Notes

SHARPEN YOUR COMPETITIVE EDGE

SHARPEN YOUR COMPETITIVE EDGE Strategies for solidifying yourself as a powerful growth partner for fitness franchise owners  [A]llowing your clients to go with the lowest-cost provider based on dollars and The post

Posted: Jul 07, 2022

EFFECTIVE RECRUITING STRATEGIES

ON THE ROAD AGAIN—EFFECTIVE RECRUITING STRATEGIES Why are some agencies able to recruit and retain employees, while others are struggling? How many opportunities are we missing when we fail to The post

Posted: Jul 01, 2022

PROPERTY CLIENTS REPEATING 2005

ARE YOUR PROPERTY CLIENTS LOOKING AT A REPEAT OF 2005? A series of disparate factors may be conspiring to harden the market By Joseph S. Harrington, CPCU   No one The post

Posted: Jun 30, 2022

THE GREAT RESHUFFLE

WHAT’S SO GREAT ABOUT “THE GREAT RESHUFFLE”? How to adapt and thrive amid once-in-a-lifetime labor market By Andrew Widmaier CLCS, CIC By now you have heard about the massive wave The post

Posted: Jun 30, 2022

KILLER IN YOUR AGENCY

    THE SILENT KILLER IN YOUR INSURANCE AGENCY Complacency will creep up on you if you allow it Producers like to hide behind activities and busywork. Those things make The post

Posted: Jun 30, 2022

CLAIM SPLITTING DEBATED

CLAIM SPLITTING DEBATED Was subrogation applied in this confusing lawsuit?   Taking opportunities to assist both personal and commercial clients in understanding various policy provisions … could result in preventing litigation The pos...

Posted: Jun 30, 2022

HOME SWEET MARQUETTE HOME

The Young Pro-Files HOME SWEET MARQUETTE HOME Young CEO chooses location first and successful insurance career follows By Christopher W. Cook In the insurance industry, certain dedicated young professionals stand The post

Posted: Jun 30, 2022

DISCUSS RATE ACTIONS WITH CLIENTS

HOW TO DISCUSS RATE ACTIONS WITH YOUR CLIENTS Conversations are simply opportunities to deepen the client relationship The current inflationary climate will likely affect how your clients react to the The post

Posted: Jun 30, 2022

TOP SEVEN MISTAKES

TOP SEVEN MISTAKES THAT LEAD to CLIENT LAWSUITS Avoiding common blunders that insurance agents too often make By Jason Rogers Earning potential, flexibility and the satisfaction of helping clients make The post

Posted: Jun 30, 2022

Dig a Little Deeper

CLAIM SPLITTING DEBATED Was subrogation applied in this confusing lawsuit?   Taking opportunities to assist both personal and commercial clients in understanding various policy provisions … could result in preventing The post

Posted: Jun 30, 2022

THREE PATHS SERVICE SUCCESS

THREE PATHS TO CUSTOMER SERVICE SUCCESS   Strategies to adopt to do your best CSR work [A]s customer service representatives, we feel as if we are at the bottom of The post

Posted: Jun 30, 2022

OPTIMIZING AGENCY AUTOMATION

 OPTIMIZING AGENCY AUTOMATION Don’t assume that once you’ve automated that you’re done Agencies interested in optimizing agency automation must first identify pain points within their organizations and the types of The post

Posted: Jun 30, 2022

DATA-DRIVEN POLICY INITIATIVES

DATA-DRIVEN POLICY INITIATIVES Commonwealth Fund welcomes Massachusetts’ approach to health care sharing ministries oversight   The Commonwealth Fund (CF) continues to urge state governments to increase regulatory oversight for entities

Posted: Jun 30, 2022

YOUR SEAT AT THE TABLE

TAKE YOUR SEAT AT THE TABLE  Stop waiting for an invitation; poker gives you the confidence to go boldly “Most men take a job when they’re only qualified for about The post

Posted: Jun 30, 2022

Claim splitting debated

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Claim splitting debated On or about May 21, 2020, Julie Blazer was operating her vehicle in Hastings, Nebraska, when she was The post

Posted: Jun 30, 2022

A sticky situation

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS A sticky situation Omega Protein, Inc., entered into a master service contract with Accu-fab and Construction, Inc., to perform welding and The post

Posted: Jun 30, 2022

REC MARINE OR WRECK MARINE?

REC MARINE OR WRECK MARINE? An unprecedented decade for the recreational marine market By Christopher Pesce A transformation has been underway for the past several years in the recreational marine The post

Posted: Jun 30, 2022

ARCHITECTS AND ENGINEERS

ARCHITECTS AND ENGINEERS A&E professional liability market stays steady despite trauma of Florida condo collapse   By Joseph S. Harrington, CPCU The collapse of a condominium structure in Surfside, Florida, The post

Posted: Jun 30, 2022

WORKCATIONS

Young Professionals WORKCATIONS By Christopher W. Cook   The other day (a phrase in my vocabulary that means any time within the past decade or so) I saw an article The post ...

Posted: Jun 30, 2022

CLIENT COMMUNICATIONS IN A DISASTER

EQUIPPING AGENTS TO HANDLE CLIENT COMMUNICATIONS IN A DISASTER Automation tools and pre-prepared messaging will help agents serve clients and reduce stress By Joel Zwicker Staring at disaster, insurance agents The post

Posted: Jun 30, 2022

TRANSPORTATION NETWORK AUTO ENDORSEMENTS

TRANSPORTATION NETWORK AUTO ENDORSEMENTS Coverage varies greatly among proprietary carrier endorsements [R]esearch your carriers’ ride sharing coverage offerings and summarize them in an easy-to-read format that you and your team The post

Posted: Jun 30, 2022

FOCUS ON CARGO

FOCUS ON CARGO Even with emerging risks, the market remains strong By Lori Widmer On February 10, 2022, a large cargo ship hauling 4,000 luxury cars caught fire in the The post

Posted: Jun 30, 2022

LIFE INSURANCE NEW IMPORTANCE

LIFE INSURANCE TAKES ON NEW IMPORTANCE Raised consciousness about mortality drives product awareness, interest By Len Strazewski First came the case statistics. Then the hospitalizations. Then finally the body counts. The post

Posted: Jun 30, 2022

AN INSURANCE AGENT FOR GOOD

 FIVE WAYS YOU CAN BE AN INSURANCE AGENT FOR GOOD  Amid challenges, remember that the world is a fine place and worth fighting for ” Your legacy … can have The post

Posted: Jun 22, 2022

GOOD DEED GOES UNREWARDED

A GOOD DEED GOES UNREWARDED The Louisiana Supreme Court reminds us that auto insurance may not follow the insured  Dissents in the case were sizzling, with one justice writing that The post

Posted: Jun 22, 2022