Rough Notes
Winning Strategies By Brent Kelly BRIDGING THE PERFORMANCE GAP: STOP TALKING AND START DOING How to transition from ideas to execution When I look at agencies, the reason some sputter The post
Posted: Mar 24, 2020
The perils of parking Fisherman’s Galley Restaurant is located in Many, Louisiana, on LA Highway 6. On April 3, 2016, Jackie Savell was exiting the restaurant in his van. At The post
Posted: Mar 24, 2020
You can’t stack that! On May 22, 2014, Kristina Knight applied for an automobile insurance policy with Nationwide Insurance Company of America and completed an endorsement that listed Daniel Knight The post
Posted: Mar 24, 2020
Can comp carrier compel psych exam? On May 27, 2015, Michael Neisinger was injured in the course of his employment when a high-pressure stream of water hit his left thigh The post
Posted: Mar 24, 2020
REMEMBER THE LENDER When insuring real estate, recognize how the presence of loan financing affects loss settlement… and insureds. By Joseph S. Harrington, CPCU (relying on James R. Mahurin, CPCU, The post
Posted: Mar 06, 2020
“Someone’s always watching. Do things right and don’t give anyone reason to doubt your honor.” This and other movie takeaways can help you advance your career and enhance customer experience The post
Posted: Mar 06, 2020
Agency of the Month HYPER-FOCUSED ON THEIR NICHE California agency sees improvement in ROI as it focuses only on its niche business It was a pleasant summer day in 1989 The post
Posted: Feb 27, 2020
SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION Industry leaders share advice at Big “I” Diversity Summit By Christopher W. Cook I recently watched the CNN documentary series The Eighties The post
Posted: Feb 27, 2020
Broken Glass FROM “INSURANCE GIRL” TO AGENCY OWNER Gaining credibility and respect in a “man’s world” By Elisabeth Boone, CPCU “If you blink, you might miss it.” That’s the cliché The post
Posted: Feb 27, 2020
Technology TECH EVOLUTION: LESSONS LEARNED Wisdom gained over time can help agency professionals ride the next insurtech wave By Elaine Nance When I started as a licensing specialist in 2003, The post
Posted: Feb 27, 2020
FOCUS ON THE CARGO INSURANCE MARKET Rising claims and shrinking capacity cause market firming By Lori Widmer The soft market, at least by some accounts, is over. According to the The post
Posted: Feb 27, 2020
ACCIDENT INSURANCE GAINS MOMENTUM Carriers upgrade products to serve a widespread need By Thomas A. McCoy, CLU Voluntary insurance executives are bullish on accident insurance, and their companies are backing The post
Posted: Feb 26, 2020
Specialty Lines Markets BOAT INSURANCE The recreational boat market has recovered—but has changed; be prepared By Joseph S. Harrington, CPCU Boating is back, modestly overall, but in a big way The post
Posted: Feb 26, 2020
Bringing A Concierge Approach to Cyber Risk Management If it works for the body, why not business? By Dave Willis, CPIA “If it works so well in medicine, why couldn’t The post
Posted: Feb 26, 2020
THINK LONG TERM Making the case for long-term care insurance By Todd Villeneuve Think for a second about one of your favorite clients. You’ve worked with them to protect their The post
Posted: Feb 26, 2020
HUMBLE, HUNGRY, AND SMART Will Hold brings a bold new vision to The National Alliance By Elisabeth Boone, CPCU Over the years of my career, I’ve heard countless stories of The post
Posted: Feb 26, 2020
LEADERSHIP AH-GEE-LAY Can the software development strategy Agile translate to a teamwork approach in insurance? By Christopher W. Cook At least once a year I hear the “Old Man” mispronounce The post
Posted: Feb 26, 2020
Looking Back, Looking Ahead KELLER-BROWN INSURANCE SERVICES Now in its fifth generation of family leadership, this small-town agency aims big Then … Our founder, my great-great grandfather Eli Benjamin Keller, The post
Posted: Feb 26, 2020
PATHWAY TO PERPETUATION New PIA program helps agency owners value their businesses and plan for succession By Elisabeth Boone, CPCU “Does anybody really know what time it is? Does anybody The post
Posted: Feb 26, 2020
Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA HARD MARKET: HAVE A PROACTIVE PLAN You don’t need to be a deer in the headlights as today’s market shifts The post
Posted: Feb 25, 2020
TechKnowFile By Monique VanMeter MOBILE ADOPTION: OVERCOME THE FEAR OF TECHNOLOGICAL CHANGE Become comfortable and gain control and confidence with new technologies As a corporate trainer at Sunstar Insurance Group The post
Posted: Feb 25, 2020
Mind the Gap By Marc McNulty, CIC, CRM NONTRADITIONAL FACTORS CREATING COVERAGE GAPS Educate your clients, from social inflation to nuclear verdicts It’s hard enough for new producers to learn The post
Posted: Feb 25, 2020
Acquisition Acumen By Brad Unger WHO’S IN YOUR CORNER? Seek out experienced advisers who specialize in the business issues you’re confronting As a leader in your business, you make hiring The post
Posted: Feb 25, 2020
Risk Management By Randy Boss, CRA, CRM, MWCA, SHRM-SCP AVOIDING THE DRIFT How do you maintain focus on risk management when everything is (seemingly) good? When I was 12 years The post
Posted: Feb 25, 2020
The Innovative Workplace By Joy Justus GOING THE EXTRA MILE FOR EMPLOYEE APPRECIATION Focus on culture, not just special occasions or annual reviews In a tight labor market, attracting quality The post
Posted: Feb 25, 2020