Articles by Jeff Yates

Enhanced Technology, Workflows Contribute to Workplace Satisfaction

Over the years, I’ve engaged with thousands of independent insurance agents and brokers. Today, my work centers on enhanced technology and workflows. It sounds dry, but nothing could be further from the truth, particularly in terms of improved workplace dynamics. …

Insurance Agents Fined for Not Having Written Security Plans

Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information. In the first case, the Virginia Bureau of Insurance fined an agent $1,000 in September for not having a written …

Insurance Agents Fined for Not Having Written Security Plans

Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information. In the first case, the Virginia Bureau of Insurance fined an agent $1,000 in September for not having a written …

Insurance Agents Fined for Not Having Written Security Plans

Recent headlines underscore the importance of agents having written security plans to protect the privacy of their clients’ personal information. Not only could a breach of clients’ personal information devastate an agency’s reputation; it is likely to result in the …

Market Report: Independent Agency System Shows Growth, Opportunity

Both the commercial and personal lines property/casualty markets grew significantly in 2002 creating opportunities for each of the three major distribution systems: independent agents and brokers, captive agents, and the direct response companies. The larger the market share in a …

The State of Agency Technology in 2005

The agency system is positioned to make significant progress with technology and business process improvement over the next three years, but progress will not happen on its own. It will be realized only through the active involvement of agency principals …

The State of Agency Technology in 2005

The agency system is positioned to make significant progress with technology and business process improvement over the next three years, but progress will not happen on its own. It will be realized only through the active involvement of agency principals …