Monthly Archives: March 2011

E&O Insights: Food for Thought When Insuring Bars and Restaurants

This is an excerpt from an Insurance Journal article that I authored in the May 3, 2010 edition. “It is probably fair to say that just about every town has a restaurant or tavern. Thus, pursuing these commercial risks is probably close … Continue reading

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Placing Professional Liability

This is an excerpt from an article that appeared in the Dec 2010 edition of Insurance Journal. “Typically, when looking to move an account from one carrier to another, you can count on some degree of similarity in policy forms. For … Continue reading

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E&O Insights: Hotspots to Consider When Insuring Construction Risks

This is an excerpt from an Insurance Journal article that I authored in the January 10, 2011 edition. “Although the economy has taken its toll on the construction industry, the majority of insurance agencies probably insure a contractor or two. There is … Continue reading

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Pearsall receives AIMS President’s Award

I was very honored to have been presented with the President’s Award by AIMS (American Insurance Marketing and Sales Society) at the 2011 Pro-to-Pro in Tampa, FL this past February. This organization provides excellent marketing and sales skills training in over 40 … Continue reading

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Take your documentation to the next level

We have all been educated / conditioned over the years to document phone conversations from clients in the paper file or in your agency management system. And in the majority of the cases, that level of documentation may be sufficient. … Continue reading

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How do I effectively deal with non-English speaking customers?

In a recent loss control class I taught in Albuquerque, NM for the PIA Western Alliance, this was one of the many excellent questions that was raised. In the subsequent discussion, a number of great issues evolved including: If the customer is fluent in … Continue reading

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Writing Commercial Auto ? What could go wrong?

This is an excerpt from a Rough Notes article that I authored in the January 2011 edition. “In virtually every commercial lines agency, there is a good chance that the majority of your accounts have a commercial auto exposure and that you … Continue reading

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