Rough Notes

EVERYDAY PEOPLE …

AGENCY OF THE MONTH EVERYDAY  PEOPLE … … Doing extraordinary things for clients at this Massachusetts agency By Dennis H. Pillsbury When Berry Insurance, Franklin, Massachusetts, was nominated to appear The post

Posted: Aug 31, 2020

NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES

AGENCY PARTNERS NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES Keystone initiative aims to drive independent agency growth and succession options By Dave Willis, CPIA Following a brief slowdown earlier The post

Posted: Aug 31, 2020

NO TIME FOR EXCUSES

YOUNG PROFESSIONALS NO TIME FOR EXCUSES Despite concerns and challenges regarding coronavirus, it’s time to move forward By Christopher W. Cook I liked the Stacked Pickle. Established in 2010, the The post

Posted: Aug 31, 2020

CAPTIVES FOR COMP

CAPTIVES FOR COMP An expert weighs the pros and cons of this strategy and discusses the pandemic’s impact on comp coverage By Elisabeth Boone, CPCU Amid the turmoil brought on The post

Posted: Aug 31, 2020

“GENERALIST BY DESIGN” CONTINUES TO THRIVE

LOOKING BACK, LOOKING AHEAD “GENERALIST BY DESIGN” CONTINUES TO THRIVE Fourth generation now leading Southern Maryland agency forward By Dave Willis, CPIA Twenty-some years ago—yes, way back in the 20th The post

Posted: Aug 31, 2020

THE DUTY TO DEFEND IS A MIGHTY OBLIGATION

THE DUTY TO DEFEND IS A MIGHTY OBLIGATION Membership to a tanning spa required providing a fingerprint scan. However, that was the only requirement made of customers in providing personal The post

Posted: Aug 28, 2020

THE NEW, NEW WORLD

THE NEW, NEW WORLD We need to embrace the unfamiliar and capitalize on abundant opportunities By Troy Korsgaden During the Age of Discovery, after Europeans made landfall in what would The post

Posted: Aug 28, 2020

CANCER INSURANCE

CANCER INSURANCE Voluntary coverage plays important role in addressing employee critical illness needs By Len Strazewski COVID-19, the respiratory virus that created a global pandemic, is the disease that dominates The post

Posted: Aug 28, 2020

THE CGL POLICY AND CONTRACTUAL LIABILITY

THE CGL POLICY AND CONTRACTUAL LIABILITY A construction industry perspective By Douglas R. Holmes How the concept of “contractual liability” is treated in conjunction with the standard ISO commercial general The post

Posted: Aug 28, 2020

NEW PRODUCER ONBOARDING PLAYBOOK

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

WILL THE COVID-19 PANDEMIC CHANGE HOW CUSTOMER SERVICE ASSOCIATES DO THEIR WORK?

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

DUTIES AFTER LOSS

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

LEADING WITH THEIR STRENGTH

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

FLOOD RISK MITIGATION RECEIVES PERFORMANCE REVIEW

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

SAY GOODBYE TO THE CHROME THIRD-PARTY COOKIE

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

AGENCY M&A REPORT

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

THE SEVEN Ps OF AGENCY SUCCESS

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

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

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

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?

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

YOUR CLIENTS BOUGHT THEIR FIRST GUN. OR IS IT THEIR FIFTH? SHOULD YOU CARE?

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

TOP 5 INTERNAL PROCESSES YOU SHOULD HAVE NAILED DOWN

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

AN INTERNATIONAL POWERHOUSE

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

REMOVING LIFE’S HEADACHES

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