TPA Activities. Some agencies are unknowingly conducting TPA activities. Others are knowingly offering these services without knowing whether their E&O...
Articles by Chris Burand
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...
Date Stamping. Could any E&O blog address a simpler subject than date stamping? Maybe not, but date stamping correctly to...
A multitude of forces are causing many carriers to think of ways to disintermediate agencies. Healthcare reform is one. Some...
Insurance sales success can be like a game of tennis. Many summers ago I fell in love with the game...
Notifying Umbrella Carriers of Potential Claims. Every reader likely knows the importance of notifying an excess/umbrella carrier of potential claims...
Policy Change Requests Can Only Be Made if Requesting Party Has Authority/Insurable Interest. Many years ago when I first entered...