Producers and Staff Do Not Adequately Know the Agency’s Procedures.More often than many might expect, staff and particularly producers do...
agency errors and omissions News
Proper Authorization to Change Coverages Part II.In Blog 14 I wrote about the need to verify the party requesting a...
It’s rare to read an industry magazine or attend an industry conference without the topic of mergers and acquisitions coming...
Renewal Processing Time. Due to many reasons, including agencies cutting staff too much, I find many commercial CSRs are far...
ACA Grandfathering Disclaimer. According to the Wall Street Journal (Nov. 6, 2013), the first E&O suits have been filed against...
Review Renewals. While my recommendation to review renewals might seem so simple that even mentioning it might seem like I’m...
Personal Lines Quote Sheets. In most agencies, CSRs base their personal lines quotes off the data gathered per their quote...
Fees & Agency’s Standard of Care. An agency’s Standard of Care requirement has many moving parts and variables. Simple answers...
Fees & Agency’s Standard of Care. An agency’s Standard of Care requirement has many moving parts and variables. Simple answers...
TPA Activities. Some agencies are unknowingly conducting TPA activities. Others are knowingly offering these services without knowing whether their E&O...