Monthly Archives: November 2013

Happy Thanksgiving !!

At this time when we reflect on what we are thankful for, I would like to personally thank each and every one of the thousands of insurance agency staff for what they do every day. As someone who was at the … Continue reading

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What does Your Promotional Material Really Say about You?

There is no doubt you want to aggressively and effectively promote your agency. After all, it’s a competitive marketplace out there! Remember, though, that how you promote your agency could come into play at the time of an E&O claim. … Continue reading

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Be sure to bring closure to open quotes

In the life of an independent agent, there is typically a lot of quote activity, on both a personal lines and commercial lines basis. A solid E&O best practices that has been promoted for many years involves getting the customer … Continue reading

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Use agentseotips.com blog postings for staff meetings

In the hectic world that agents live every day, getting together for a staff meeting oftentimes just doesn’t happen. Yet staff meetings are actually the perfect venue to deliver a common message to the staff. In addition, many agencies use … Continue reading

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Is a Coinsurance Penalty Based Upon ACV or RCV?

The following is an excerpt from an excellent article written by Steven Plitt, the current successor author to Couch on Insurance, 3d. This article appeared in Claims Journal on November 4, 2013. “The question of whether a coinsurance penalty in a commercial … Continue reading

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A suggestion (or two) when issuing certificates

There is no doubt that certificates are causing more E&O claims than ever before. The main issue seems to evolve around the issuance of a certificate that has not been properly executed or lacks the necessary accuracy. One of the … Continue reading

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E&O Insights: What Could Go Wrong When Insuring Habitational?

This is an excerpt from an Insurance Journal article that I authored in the November 4, 2013 edition. “Insuring habitational risks has generated more than its fair share of errors and omissions (E&O) claims. While there are a host of … Continue reading

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How loud are your customers complaining?

How often are you encountering complaints from customers? Whether this happens once a week or more frequent, what is your agency learning from these complaints? Did the issue involve an actual mistake on the part of your agency or possibly … Continue reading

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