I have spoken at more than 200 insurance industry events. I have met with thousands of agency owners, producers and...
Articles by Chris Burand
Binding Summaries. A significant risk unrecognized by most producers and CSRs is the risk of being sued by the agency’s...
Discussing Claims with Insureds. A common and often key personality trait of CSRs and producers is that they are people...
Unexpected Staffing Issues do cause E&O claims. Staffing is not usually the title of a PowerPoint slide in an E&O...
I have had considerable experience working with agency owners who were divorcing someone: a spouse, family member, business partner or...
Staff Licensing. Staff licensing may seem like such an obvious topic that it does not deserve even to be discussed...
Certificates of Insurance, Part 2.Last week’s blog covered the reason certificates cause so many E&O mistakes due to processing errors....
Certificates of Insurance. Certificates are probably the most frustrating aspect of processing commercial insurance today. A blog is not the...
Editor’s Note: This article originally appeared in Insurance Journal’s Satire Issue, August 20, 2012. The content in this issue is...

I’ve written extensively about how the use of coverage checklists benefits an agency. The benefits include significantly reduced errors and...