Rough Notes
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
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 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 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 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
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
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
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? 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 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
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
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 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 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 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
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
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
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS From $25k to $2 million Maryam Hedayati suffered catastrophic injuries in October 2012 when Maurice Vanwyk, who was insured by Interinsurance The post...
Posted: May 31, 2022
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS No good deed goes unpunished Calvin Landry and Mary B. Landry filed a petition for damages alleging that they suffered injuries The post
Posted: May 31, 2022
VALUATION DETRACTORS Understanding decisions that can pull value away from owners at the time of a sale A key sign that a firm is vibrant and will achieve an above-average The post
Posted: May 31, 2022
COPING WITH CHANGE Recognizing, accepting, and moving on “The oldest and strongest emotion of mankind is fear, and the oldest and strongest kind of fear is the fear of the The post
Posted: May 31, 2022
FROM THE PEOPLE WHO DEFINE SYSTEMIC RISK The Financial Stability Oversight Council 202I Annual Report offers insights The insurance sector “buries its own” failed companies through a system of rehabilitation, The post
Posted: May 31, 2022
REFRAMING THE RETIREMENT PLAN PERSPECTIVE A worker’s retirement date is not a finish line; it’s a starting line   “Employers are starting to think about how to shift their defined The post
Posted: May 31, 2022
BENEFIT PLANNERS CONFRONT INFLATION PRESSURES Lessons from the pandemic linger as compensation costs rise “Turnover has been at an all-time high, and new employees are coming in at premium pay The post
Posted: May 31, 2022
  RESHAPING WORK In a market where employees have the upper hand, facing that truth and redesigning how we work is crucial Many organizations are responding by offering more flexible The post
Posted: May 31, 2022