Rough Notes
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
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
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 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
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 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 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 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
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