Personal Lines Quote Sheets. In most agencies, CSRs base their personal lines quotes off the data gathered per their quote...
Articles by Chris Burand
Fees & Agency’s Standard of Care. An agency’s Standard of Care requirement has many moving parts and variables. Simple answers...
Many years ago, a well-known insurance company went from being highly rated to insolvent almost in a fortnight. Most people...
Fees & Agency’s Standard of Care. An agency’s Standard of Care requirement has many moving parts and variables. Simple answers...
A myth is sneaking into the industry that insurer insolvency is not as important today. Belief in this myth is...
TPA Activities. Some agencies are unknowingly conducting TPA activities. Others are knowingly offering these services without knowing whether their E&O...
The bad news is independent agency profits are and will continue to be compressed. The good news is that for...
Update Census Forms on AORs/BORs. When an agency takes over a group benefits account by AOR or BOR, it is...
State Guaranty Funds. Many agency owners, producers, and CSRs believe state guaranty funds provide blank insolvency protection for any client...
Binders Redux. A binder is a temporary insurance contract. This is a fact. The Acord 75 field Description states, “A...