Monthly Archives: January 2015

E&O Insights: Key E&S Issues Agencies Need to Know

This is an excerpt from an Insurance Journal article that I authored in the January 26, 2015 edition. “Regardless of whether the market is hard or soft, for agencies to be successful will typically require that they have an active, ongoing relationship … Continue reading

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Who is putting the notes in the system?

There is a common expression of lawyers in the courtroom: “If it’s not in the file, it didn’t happen”. This obviously speaks to the need to enter notes of conversations in the agency management system (among other places). But when … Continue reading

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How is your agency generating your proposals ?

As most agencies would agree, the insurance proposals you generate for your prospects / customers are extremely important. After all, they could make the difference between securing the account or not. Proposals are also an extremely important document when it comes to potential E&O litigation. There … Continue reading

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What is the quality of the policies you are getting from the wholesaler market?

I certainly hope that agents know the answer to this question. For those that don’t know the answer, it is heavily suggested to find out the answer. In discussions with a number of E&O carriers, this is an area that … Continue reading

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Nebraska High Court Rules Affirms No Claim for Woman Bitten by Dog

One can only wonder how many “dog watchers” understand the insurance implications if they get bit. As noted by the attached article from Associated Press that appeared on claimsjournal.com on Dec 22, the Nebraska Supreme Court encountered this case and … Continue reading

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Survey Finds More Than 50% of Renters are Hispanic, Most Uninsured

It seems that every year, survey results are communicated that consistently show that individuals and families that rent are going without insurance. As noted in the attached Dec 24th article from claimsjournal.com, there appears to be an opportunity for some further education … Continue reading

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Are your Employee Benefit clients aware of the products and services you offer ?

Regardless of the size of your employee benefit book of business, it is highly suggested to have a process that, at least annually, provides your agency’s customers with updated information and explanation on the various employee benefit products /and services … Continue reading

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