Rough Notes

CUSTOMER SERVICE FOCUS: SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE

SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE Eight characteristics of great service teams If an organization wants to improve the customer experience, perhaps they should first consider the employee experience. The post

Posted: Apr 29, 2022

the EMPLOYEE EXPERIENCE

SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE Eight characteristics of great service teams If an organization wants to improve the customer experience, perhaps they should first consider the employee experience. The post

Posted: Apr 29, 2022

TO THE POINT: THE REAL “ROOTS” OF THIS BUSINESS

THE REAL “ROOTS” OF THIS BUSINESS Faltering insurtechs embrace agents   Apps can do many things, but … only humans can be invested with trust. Sustainable growth comes from building The post

Posted: Apr 29, 2022

ROOTS OF THIS BUSINESS

THE REAL “ROOTS” OF THIS BUSINESS Faltering insurtechs embrace agents   Apps can do many things, but … only humans can be invested with trust. Sustainable growth comes from building The post

Posted: Apr 29, 2022

TIKTOK online video platform

TIKTOK Does the short-form, online video platform fit in your marketing program?   Your agency’s story and the content you have available for your marketing campaign is what’s important. Can The post

Posted: Apr 29, 2022

TIKTOK: short-form, online video platform

TIKTOK Does the short-form, online video platform fit in your marketing program?   Your agency’s story and the content you have available for your marketing campaign is what’s important. Can The post

Posted: Apr 29, 2022

NAVIGATING HYBRID WORKPLACE

NAVIGATING THE HYBRID WORKPLACE Six components to help increase your chances of overall success Many agencies did not have operational consistency pre-COVID; this can be exacerbated by throwing remote employees The post

Posted: Apr 29, 2022

INSIDE MATTERS: NAVIGATING THE HYBRID WORKPLACE

NAVIGATING THE HYBRID WORKPLACE Six components to help increase your chances of overall success Many agencies did not have operational consistency pre-COVID; this can be exacerbated by throwing remote employees The post

Posted: Apr 29, 2022

DATA GROW YOUR BUSINESS

  USING DATA TO GROW YOUR BUSINESS Boosting retention, driving new business, and holding staff accountable [O]ur agency management system … updates feeds with renewals, new business and production goals The post

Posted: Apr 29, 2022

TechKnowFile_USING DATA TO GROW YOUR BUSINESS

  USING DATA TO GROW YOUR BUSINESS Boosting retention, driving new business, and holding staff accountable [O]ur agency management system … updates feeds with renewals, new business and production goals The post

Posted: Apr 29, 2022

TOP FIVE WAYS TO MAKE YOUR EMAILS MORE APPEALING

TOP FIVE WAYS TO MAKE YOUR EMAILS MORE APPEALING  Make them concise, clear, and not something recipients dread receiving When it comes to a call to action, or CTA, do The post

Posted: Apr 21, 2022

TOTAL EXCLUSIONS IN LIMITED WAR

TOTAL EXCLUSIONS IN LIMITED WAR Will 21st century conflict call for 18th century insurance practices? By Joseph S. Harrington, CPCU Any Ukrainian currently suffering hardship or exile under Russian bombardment The post

Posted: Apr 21, 2022

SMALL DOESN’T MEAN SMALL TO CYBER RISK

SMALL DOESN’T MEAN SMALL WHEN IT COMES TO CYBER RISK Five ways that agents can sell more cyber coverage and protect small business clients By Robert Holt Some believe that The post

Posted: Mar 30, 2022

TAKING AIM AT CYBER THREATS

TAKING AIM AT CYBER THREATS With cybercrime–and cyber insurance rates–on the rise, insurers are demanding more risk management efforts from organizations By Jeremy Gittler An automobile manufacturer. A pipeline company. The post

Posted: Mar 30, 2022

(AIPN) PODCAST NETWORK SHOWS

AGENCY INTELLIGENCE PODCAST NETWORK SHOWS A look at four additional podcasts By Christopher W. Cook We recently introduced you to the Agency Intelligence Podcast Network (AIPN) and two of its The post

Posted: Mar 30, 2022

COVID: EMPLOYEES’ RETIREMENT

TWO YEARS INTO COVID: PROTECTING EMPLOYEES’ RETIREMENT Three considerations to help get employees back on track   In today’s uncertain world, employers may not always be able to predict what The post

Posted: Mar 30, 2022

ATTAINING CLARITY REAPS RESULTS

ATTAINING CLARITY REAPS POWERFUL RESULTS Know where you are, where you’re headed and how you’ll get there [N]umbers are the result of the behaviors and strategies that are part of The post

Posted: Mar 30, 2022

SEARCHING FOR UNICORNS

SEARCHING FOR UNICORNS What to do when you find it tough to find a new account manager Providing interesting, differentiating perks that help you to recruit and retain the best The post

Posted: Mar 30, 2022

THE DIRTY DOZEN

THE DIRTY DOZEN—PROVEN STRATEGIES TO DISCREDIT THE INCUMBENT What to do when you find it tough to find a new account manager You should … master the art of subtly The post THE...

Posted: Mar 30, 2022

APPROACH TO EXISTENTIAL THREAT

A HAPHAZARD APPROACH TO AN EXISTENTIAL THREAT NAIC’s letter to the Federal Insurance Office is unfettered by details “Given the long–term threat and the short–term nature of politics, the failure The post

Posted: Mar 30, 2022

THE POWER OF NO

THE POWER OF NO One simple word that can change the trajectory of your organization, career and well-being Saying no is vital to both your success and the success of The post ...

Posted: Mar 30, 2022

A blow for the opioid crisis

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS A blow for the opioid crisis Rite Aid Corporation, Rite Aid Headquarters Corporation, and Rite Aid of Maryland, Inc., held a The post

Posted: Mar 30, 2022

Star-crossed teens on the run

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Star-crossed teens on the run On or about October 21, 2016, Collette J. Boure and Alexander F. Meyers, both aged 17, The post

Posted: Mar 30, 2022

Single justice’s decision is affirmed on appeal

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Single justice’s decision is affirmed on appeal In a complaint filed in district court, Alicia Salaman alleged that she was injured The post

Posted: Mar 30, 2022

Insurer denies UIM benefits

INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS Insurer denies UIM benefits On May 7, 2016, Mark Harrington ran a stop sign and collided with Antony Bergantino’s vehicle. Bergantino The post

Posted: Mar 30, 2022