September 19, 2011
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. …
March 7, 2010
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 …
February 21, 2010
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 …
January 10, 2010
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 …
May 3, 2004
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 …
September 16, 2002
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 …
September 16, 2002
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 …