Rough Notes
While the “siren song” for tech becomes very strong, people remain the critical element in relationship building By Maura C. Ciccarelli Defining a good customer experience is a tricky thing, since everyone thinks of it differently. But what’s true no...
Posted: Sep 02, 2025
Perspectives on growth, trends, and the future of this vibrant industry sector By Gene Abbey, MSRI, MBA, CPL As the insurance industry continues to evolve, one of its most dynamic and rapidly growing sectors is program insurance. Once considered a ni...
Posted: Sep 02, 2025
Data intake solution automates gathering quote information By Christopher W. Cook This writer has always had a problem with the synchronization between his brain and fingertips when typing, which leads to many backspaces and much rekeying. The number...
Posted: Sep 02, 2025
Navigating risk in a time of heightened scrutiny By Nelson Kefauver Nonprofits aren’t immune to risk. In fact, they’re facing a growing wave of legal, financial and reputational threats. As public attention and donor expectations intensify and regula...
Posted: Sep 02, 2025
Providing customers with the right tools, resources and experiences can amplify an independent agent’s value By Lori Widmer It seems that for years there have been those forecasting the demise of independent agents and brokers. The growth of direct w...
Posted: Aug 28, 2025
DIFFERENTIATE YOUR BROKERAGE THROUGH PROGRAM DESIGN To be a top-flight consultant of any type and cement your role as a strategic partner, you need to master advanced program-design levers and tighten protections for your client. By Michael Wayne Jul...
Posted: Aug 28, 2025
You can serve your clients well by providing important and knowledgeable guidance and support When it comes time to make a claim, coverage for fine arts usually has exacting requirements for identifying a work, appraising its value, and establishing...
Posted: Aug 20, 2025
INSURANCE-RELATED COURT CASESDigested from case reports published onlineCOURT DECISIONS Sorry, you owe a contribution This matter was purely among insurers. Specifically, an insurance company, designated as a target insurer, sought contributions fr...
Posted: Aug 06, 2025
INSURANCE-RELATED COURT CASESDigested from case reports published onlineCOURT DECISIONS General contractor fails to prove any harms It looks like construction contracts can be difficult to reach completion. That can be easy to understand, since large...
Posted: Aug 06, 2025
INSURANCE-RELATED COURT CASESDigested from case reports published onlineCOURT DECISIONS Insurers battle over contribution after apartment fire A tragic fire occurred at an apartment building where four lives were lost. On the advice of one county 911...
Posted: Aug 06, 2025
Rooted in your own experiences, your risk relationship can change over time Your own relationship with risk is shaped by the experiences you’ve had: the beautiful, messy, complicated, and yet simple moments that when strung together, create your...
Posted: Aug 06, 2025
A focus on machine learning, deep learning, and generative AI Whether you are an early adopter of AI technologies in your workplace, trying to avoid them, or somewhere in between, learning more about AI can help. By Lisa A. Gardner, Ph.D., CPCU, AIC...
Posted: Aug 06, 2025
Nine basic principles to help you accomplish more without lengthening your workday All hours invested in work are not created equal. You can … end the day feeling overwhelmed and accomplish little, or you can leave feeling satisfied and motivated b...
Posted: Aug 06, 2025
Three producers share insights on when prospects claim your price is too high If you remember one thing, remember this: No one pays more for something they don’t believe is worth it. By Carolyn Smith, APR, TRA If your goal is to be a transactional, c...
Posted: Aug 06, 2025
A promising option for creating retirement readiness “Most Americans who eventually will retire are extremely interested in some kind of retirement income that is protected or guaranteed for life.” —David Blanchett Portfolio Manager and Head, Retir...
Posted: Aug 06, 2025
The do’s and don’ts when assigning tasks between licensees and non-licensees When in doubt, require every client-facing position to hold an appropriate license and always check with an attorney … for guidance. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AF...
Posted: Aug 04, 2025
Is your agency aware that these could be happening? If you’re primarily concerned about valuation, what steps are you taking to drive growth and increase profits? By Roger Sitkins After lengthy conversations with my Private Client Group members and...
Posted: Aug 04, 2025
Factors to consider while proactively and strategically planning mitigation for losses attributable to escalating property risks By Jeffrey C. Terry and Jason Trahan Catastrophic risk models are evolving rapidly. Such disastrous evidence manifested w...
Posted: Aug 04, 2025
Young employee benefits leader oversees firms expansion and initiatives By Christopher W. Cook In the insurance industry, certain dedicated young professionals stand out among their peers and are members of an elite squad of individuals. These are th...
Posted: Aug 04, 2025
This Tennessee agency takes the time to build strong, lasting relationships “We’ve focused on making the agency an attractive place to work by maintaining an organization where all employees are a valued, integral part of the team.” —Chip Piper Vice...
Posted: Aug 01, 2025
To stay competitive, your firm will need to harness the full potential of the most current insurtech tools By Michael Streit From streamlining claims processing and renewals to enhancing customer interactions, artificial intelligence (AI) and automat...
Posted: Aug 01, 2025
In an environment of endless streams of data, Aclaimant has found a way to deliver automated data collection and transformation, removing errors and overload By Lori Widmer David Wald recognized fairly quickly that the insurance industry was sufferin...
Posted: Aug 01, 2025
Free digital tools that can help agents tackle the market By Kathy Hrach The insurance industry is constantly evolving, shaped by customer expectations and the dynamic relationships between agents and insurance carriers. This is especially true in th...
Posted: Aug 01, 2025
Bringing clarity to every role in the agency By Anupam Gupta Digging through piles of paper reports or wrestling with spreadsheets just to figure out what is really going on in your insurance agency feels a bit like trying to find a specific document...
Posted: Aug 01, 2025
Farm Ag conference sessions go “back to the basics” By Christopher W. Cook Earlier this year, I attended the Big “I” Indiana Farm Ag Conference. The discussion topics piqued my interest. While I spent most of my life in the Indianapolis suburbs, in 2...
Posted: Aug 01, 2025