Monthly Archives: November 2012

What is your personal E&O commitment?

What do you see when you look yourself in the mirror? Do you see someone that is conscientious, professional, hard working and ethical? Do you see someone that gives everything you have to make sure that the agency expectations are … Continue reading

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Update on Tom Hanks E&O claim against agent

In 2011, I posted an article that spoke to a suit that Tom Hanks brought against his agent. It appears based on the link below that this issue is coming to a head. Continue Reading Update on Tom Hanks E&O … Continue reading

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Happy Thanksgiving !

Thanksgiving is typically one of the times of the year where we all reflect on what we are thankful for. Among the many things that I am thankful for is YOU, the dedicated individuals at the agency side of the business … Continue reading

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Rough Notes Checklist – special pricing now available !

As many of you are aware, I am a solid advocate on the use of Exposure Analysis Checklists. They are a great E&O loss prevention. Actually, many E&O carriers have commented that they are the closest thing to a silver … Continue reading

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Writing employee benefits -E&O friend or foe?

This is an excerpt from a Rough Notes article that I authored in the November 2012 edition. “Whether your agency is a veteran in providing employee benefits coverage for your clients or just getting started, there are several areas to watch closely. … Continue reading

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How confident are you that the insurance coverage is bound?

With much of the business that insurance agencies deal with on a daily basis, when they bind the coverage, the coverage is technically bound. This is because most agencies have standard agency agreements with many of their carriers that allow … Continue reading

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What’s Ahead in Agency E&O

This is an excerpt from an Insurance Journal article authored by Andrea Wells that I was honored to contribute to in the November 5, 2012 edition. “Firmer insurance prices and an upward trend in agency revenues are signs of good times for … Continue reading

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Does your insurance agency have customers paying their direct bill premiums at your office?

It certainly seems, probably due to the economy, that customers are paying their premiums later and later. In fact, many agencies have commented that the customers are oftentimes paying their direct bill premiums extremely close to the cancellation date. Actually … Continue reading

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