Monthly Archives: November 2014

Happy Thanksgiving to you and your families

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

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Communication of audits results to the specific staff member is key

It is probably fair to say that when you mention audits to agency staff members, there will be a slight (or major) expression of fear. After all, who wants to get audited? Very honestly, more people than one might think. … Continue reading

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What is the #1 most important objective in E&O loss prevention ?

This is a very good question and one that I am asked on somewhat of a frequent basis. Actually this exact question was asked on a recent webinar I conducted for my good friends at the PIA Western Alliance. Developing … Continue reading

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Are you listing exclusions on your proposals?

It is not uncommon for agencies to list exclusions on the proposals that they provide to customers. Essentially, this is designed to impress upon the customer / prospect that there are various exposures that are not covered. In addition, it … Continue reading

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Secure specimen policies on your E&S business

The Excess and Surplus Lines segment of our marketplace fills a very vital role writing many specialized products as well as being a market for some tougher to place risks. However, despite all of the good things that E&S carriers … Continue reading

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Cyber Insurance – needed more than most believe

The following is an excerpt from a very interesting article that appeared on insurancejournal.com on October 24th. It speaks to the misunderstanding of many businesses on their cyber exposure and their perceived lack of need for proper coverage. The benefits of education has … Continue reading

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E&O Insights: How Important Is Your E&O Policy?

This is an excerpt from an Insurance Journal article that I authored in the November 3, 2014 edition. “Errors and omissions (E&O) coverage: It’s one of the most important coverages you can secure. After all, your agency’s protection depends heavily on … Continue reading

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