Rough Notes
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
CERTIFICATES—A RECURRING THEME? Who’s in charge?   Issuing certificates is not for the faint of heart, nor is it for untrained, unlicensed, or overwhelmed agency servicing staff. … All commercial The post
Posted: May 31, 2022
AVOIDING PRODUCER PLATEAUS How to help producers live by the motto, “I’m not done yet!” All too often, an agency that is more of a “quoter and floater” … will The post
Posted: May 31, 2022
LESSONS LEARNED Education experiences during the pandemic can help bolster professional development By Dave Willis, CPIA To say the COVID-19 pandemic has altered our world is an understatement. In few The post
Posted: May 31, 2022
BATTLING VIRTUAL MEETING FATIGUE Tips for more effective and engaged online meetings By Christopher W. Cook As COVID case numbers ease off, in-person meetings and conferences are beginning to return. The post
Posted: May 31, 2022
HASSLE-FREE RISK MANAGEMENT California agency helps clients navigate the E&S world with ease By Dennis Pillsbury For many businesses that specialize in areas deemed high hazard by the traditional insurance The post
Posted: May 31, 2022
TOP FIVE WAYS TO BECOME MORE COMPETITIVE Practical things producers can do to gain an advantage For the most part, you have free access to [competitors’] social media channels, their The post
Posted: May 25, 2022
ON THE MOVE New ISO homeowners forms update coverage for conveyances It would be useful if ISO could define a logic for liability coverage that would apply equally to air, The post
Posted: May 18, 2022
AGENCY INTELLIGENCE PODCAST NETWORK SHOWS—PART TWO Podcast series wraps with a look at five programs By Christopher W. Cook It’s time to wrap up our hat trick of articles about The post
Posted: Apr 29, 2022
MEASURING UP Five common criteria employers use to evaluate advisors By Brian Freeman With more than a million insurance agents, brokers and service employees in the United States, businesses often The post
Posted: Apr 29, 2022
MEASURING UP Five common criteria employers use to evaluate advisors By Brian Freeman With more than a million insurance agents, brokers and service employees in the United States, businesses often The post
Posted: Apr 29, 2022
BUILDING TRUE SALES LEADERSHIP Holding producers accountable and changing counter-productive behaviors It’s not enough to tell producers they need to make more sales any more than it’s enough for a The post
Posted: Apr 29, 2022
BUILDING TRUE SALES LEADERSHIP Holding producers accountable and changing counter-productive behaviors It’s not enough to tell producers they need to make more sales any more than it’s enough for a The post
Posted: Apr 29, 2022
PEOPLE The most powerful, important, expensive, destructive and fragile business asset In business, we have attempted to become much more attuned to “people” issues. We have established personnel or The post
Posted: Apr 29, 2022
PEOPLE The most powerful, important, expensive, destructive and fragile business asset In business, we have attempted to become much more attuned to “people” issues. We have established personnel or The post
Posted: Apr 29, 2022
DISABILITY INSURANCE Protecting income never goes out of style   By Thomas A. McCoy, CLU “The more things change, the more they stay the same.” Benefits menus will always evolve, The post
Posted: Apr 29, 2022
SAVING THE FAMILY BUSINESS Tips for when a business owner decides to exit We need to help the organizations we work with think of succession as a process, not an The post
Posted: Apr 29, 2022
SAVING THE FAMILY BUSINESS Tips for when a business owner decides to exit Succession We need to help the organizations we work with think of succession as a process, not The post
Posted: Apr 29, 2022