Rough Notes
FROM THE GROUND UP Washington agency owner wins Liberty Mutual and Safeco Insurance Agent for the Future Emerging Leader award “In the insurance industry, certain dedicated young professionals stand out The post
Posted: Feb 28, 2022
WHEN THE SMOKE CLEARS: COVERING CANNABIS IN A HARD MARKET Both carriers and the cannabis industry try to quantify and cover risks with favorable conditions and pricing By Lori Widmer The post
Posted: Feb 28, 2022
POWER, PASSION, AND PURPOSE Award-winning agency principal pursues excellence in work and life By Elisabeth Boone, CPCU Surprised … grateful … proud … and determined to be worthy of the The post
Posted: Feb 28, 2022
AGENCY INTELLIGENCE PODCAST NETWORK Podcast group offers 10 different shows in one convenient location By Christopher W. Cook Not being a podcast guy myself, I had no idea of the The post
Posted: Feb 28, 2022
    IS THE NEW HO-14 BETTER THAN THE HO-4? New exposures require a “facelift” of the Homeowners Program     By Dustyne Bryant, MBA, CIC, CISR [I]nsurance professionals know The post
Posted: Feb 28, 2022
MENTAL HEALTH SUPPORT IN EVERYDAY INTERACTIONS Starting conversations, uplifting lives By Thomas A. McCoy, CLU In January, we reported on the growing interest in providing mental health support in the The post
Posted: Feb 28, 2022
TOP FIVE QUESTIONS YOU NEED TO ASK ABOUT YOUR CULTURE AND YOUR BEHAVIOR Finding success in an age that demands collaboration Complacency is hazardous. You, your attitude, your work ethic The post
Posted: Feb 23, 2022
DON’T FREAK OUT Understanding the 3 key stages of the claims reporting process can boost customer satisfaction and retention By Chris Hale While your clients may purchase insurance hoping they The post
Posted: Feb 02, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Coverage denied for intentional acts Katy Wessel and John Mehan held a homeowners policy issued by Farmers Insurance Exchange. They were The post
Posted: Feb 01, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Cyclist or pedestrian? Todd McLaughlin was riding his bicycle on a Seattle street when the door of a parked vehicle opened The post
Posted: Feb 01, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Sewage backup defeats exclusion A provision found in just about every commercial and personal property insurance policy issued in Ohio that The post
Posted: Feb 01, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No UIM coverage and a missed flight In the early morning, Kevin McGrath was traveling from his home in Lowell, Vermont, The post
Posted: Feb 01, 2022
CONSISTENCY—THE HOLY GRAIL The relationship between consistency and efficiency The most important safeguards of consistency are the establishment of metrics for performance and auditing for compliance. Inside Matters By Mary The post
Posted: Feb 01, 2022
A BLUEPRINT FOR IMPROVING BRAND TRUST Trust: the new “marketing currency” [B]randing is the process of establishing what you and your company stand for. Beyond Insurance By F. Scott Addis, The post
Posted: Feb 01, 2022
MAKING THE MOST OF A HYBRID AGENCY ENVIROMENT Learn how to optimize your software to profitably run your agency Rocking the boat now may slow some people down, but what The post
Posted: Feb 01, 2022
THE RISK OF COMPLACENCY Addressing the enemy of excellence and the most significant threat to any business   Checklists … ensure that the essential tasks get done. Even if a The post
Posted: Feb 01, 2022
RUNNING ON EMPTY It’s time to reinvigorate yourself and your team Think of your energy as if it were a bank account—you are either making deposits and building up your The post
Posted: Feb 01, 2022
ACTUARIES AT PLAY! NAIC publishes a white paper that outlines pretenses of rate review   The paper provides 55 pages of “best practices” for the … “reviewer” who wants to The post
Posted: Feb 01, 2022
HAVE YOU REALIZED YOUR POTENTIAL? The key is to take what’s possible and make it highly probable If there’s a gap between your potential and your actual results, it’s time The post
Posted: Feb 01, 2022
WRITING FARM INSURANCE REQUIRES A DIFFERENT APPROACH Family farms feature both personal and commercial risks   By Casey Roberts, CIC, ACSR, AFIS High property values, protection classes, older properties, and The post
Posted: Feb 01, 2022
LESSONS FROM THE FAMILY OFFICE Looking for benchmarks that can help your agency or brokerage serve clients better? Look to the affluent for advice By Lori Widmer In many ways, The post
Posted: Jan 31, 2022
THE SECURITY FIRM INSURANCE MARKET TIGHTENS What will become the next high-risk location remains an elusive question By Lori Widmer It remains the deadliest mass shooting in mod ern U.S. The post
Posted: Jan 31, 2022
CAN YOU RELATE? What two agents say about the “Triangle of Trust” in surety By Darrel K. Lamb, CPCU, AFSB “Relationship” might be the most-overused word in American business (followed The post
Posted: Jan 31, 2022
SELLING BENEFITS BETTER What to do when the old ways of selling just don’t work anymore By Marcus Newman, RHU, CBC The world of employee benefits has changed, and continues The post
Posted: Jan 31, 2022
POSITION YOURSELF TO WIN WITH EVERY CUSTOMER INTERACTION Create an action plan to retool everyone and everything within your agency or firm By Troy Korsgaden As brokers, agents, and advisors, The post
Posted: Jan 31, 2022