Rough Notes
Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA NEW PRODUCER ONBOARDING PLAYBOOK Seven plays to enhance credibility, confidence and results As an agency leader, you are acutely aware The post
Posted: Aug 27, 2020
Customer Service Focus By Dustyne Bryant, CIC, CISR, MBA WILL THE COVID-19 PANDEMIC CHANGE HOW CUSTOMER SERVICE ASSOCIATES DO THEIR WORK? Major adjustments may bring about new concepts of work-life The post
Posted: Aug 27, 2020
Mind the Gap By Marc McNulty, CIC, CRM DUTIES AFTER LOSS Are your clients aware of their policy conditions? It’s common for agents who are new to the industry to The post DUT...
Posted: Aug 27, 2020
Benefits Products & Services By Thomas A. McCoy, CLU LEADING WITH THEIR STRENGTH Benefits companies harness their expertise for pandemic relief A gift of something you are uniquely qualified to The post
Posted: Aug 27, 2020
Public Policy Analysis & Opinion By Kevin P. Hennosy FLOOD RISK MITIGATION RECEIVES PERFORMANCE REVIEW GAO calls for strengthening the flood insurance program Flood insurance remains a topic for worry The post
Posted: Aug 27, 2020
Tactical Tech By Chris Paradiso SAY GOODBYE TO THE CHROME THIRD-PARTY COOKIE Phaseout raises concerns among advertisers The Google Chrome third-party cookie has been used for years to track website The post
Posted: Aug 27, 2020
Acquisition Acumen By MarshBerry AGENCY M&A REPORT Activity rebounds to levels nearing those experienced before the Coronavirus pandemic hit Today there is significant merger and acquisition (M&A) momentum in the The post
Posted: Aug 27, 2020
Winning Strategies By Brent Kelly THE SEVEN Ps OF AGENCY SUCCESS With a laser focus on seven core areas, your agency can acquire and keep your Future Ideal Clients The The post
Posted: Aug 27, 2020
It’s an ill wind that blows no coverage On the night of Christmas Eve or early on Christmas Day in 2014, strong winds blew through the town of Georgia, Vermont, The post
Posted: Aug 27, 2020
Meow Mix: Herding 100 cats Sally Phillips, a landlord, brought an action against State Farm Fire and Casualty Company for breach of contract, alleging that her rental dwelling policy provided The post
Posted: Aug 27, 2020
Bad day for injured driver In December 2012, a vehicle driven by Brandon DeBruce rear-ended a vehicle driven by Christina Wright on Interstate 24 in Hamilton County, Tennessee. DeBruce was The post
Posted: Aug 27, 2020
Signed, sealed, and delivered? On or about April 1, 2015, Nhiem Tran contacted Nationwide General Insurance Company to secure a homeowners policy for the residence occupied by himself and Nhung The post
Posted: Aug 27, 2020
In the wake of the COVID-19 pandemic and civil unrest over policing, Americans are buying firearms at record levels, in many cases their first. As an agent or broker, should The post
Posted: Aug 05, 2020
Does the pandemic have you feeling like you’re running in quicksand? Understand that your clients are counting on you to deliver solutions that take account of their changed circumstances. TOP The post
Posted: Aug 05, 2020
AGENCY OF THE MONTH AN INTERNATIONAL POWERHOUSE Florida agency operates in all 50 states and more than 80 countries By Dennis H. Pillsbury “We’re a new old company,” says Jim The post
Posted: Jul 30, 2020
Technology REMOVING LIFE’S HEADACHES EZLynx partners to integrate “Quote & Apply” tool for life insurance By Christopher W. Cook I debated a long time between two introductions for this article The post
Posted: Jul 30, 2020
Young Professionals WORKING FROM HOME WITH KIDS: THE SEQUEL Additional tips fora productive day while watching your youngsters By Christopher W. Cook The summer of 2020 will certainly be one The post
Posted: Jul 30, 2020
AGENCY PARTNERS WHEN THE GOING GETS TOUGH The tough keep growing, thanks to interactive virtual sales training By Dave Willis, CPIA In the middle of March, I was in Cape The post
Posted: Jul 30, 2020
CONNECTING IN MEETINGS, ON THE GREEN, AND EVERYWHERE IN BETWEEN PIA Young Insurance Professional of the Year stresses the importance of networking By Christopher W. Cook “My Golden Rule of The post
Posted: Jul 30, 2020
LIFE INSURANCE DURING COVID-19 Policies with portability are valued as employees get laid off or furloughed By Len Strazewski The death count goes up every day as victims of the The post
Posted: Jul 29, 2020
Specialty Lines Markets INJURED WHILE WORKING? IT’S HARD TO SAY A healthy workers compensation market encounters unhealthy times By Joseph S. Harrington, CPCU For producers and carriers that provide workers The post
Posted: Jul 29, 2020
NEW WORK SPACES, NEW HAZARDS Setting up and maintaining a safe work station in your home By Tony Payne And just like that, millions of Americans transitioned from their places The post
Posted: Jul 29, 2020
CANNABIS CONUNDRUM: THIS BANK IS CLOSED Essential businesses left hanging as a result of federal regulations By Joe Foley Marijuana is legal in 33 states and the District of Columbia. The post
Posted: Jul 29, 2020
Personal Lines Focus RISK MANAGEMENT AT HOME Addressing personal risk management ideas can deliver multiple benefits By Dave Willis, CPIA It’s no secret that successful insurance producers focus on more The post
Posted: Jul 29, 2020
FOCUS ON THE PRIVATE FLOOD MARKET Areas not previously prone to flooding are at risk; are your clients aware? By Lori Widmer A lot has changed since 1968. That’s when The post
Posted: Jul 28, 2020