Monthly Archives: September 2015

What role do your producers play in policy checking?

When one thinks about the sales process, obviously producers play an extremely important role. They gather the necessary information, typically through some type of exposure analysis checklist, they have a hand in the marketing of the account, they are involved … Continue reading

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E&O Insights: Big Trucks Can Cause Big E&O Claims

This is an excerpt from an Insurance Journal article that I authored in the September 21, 2015 edition. “Travel most any highway and it will appear that the trucking industry is healthy. Moreover, many insurance professionals are optimistic about the future of … Continue reading

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Are you “trusting but verifying”?

When I bring up the issue of auditing to agency owners and management, oftentimes, I hear that there are just not enough hours in the day to handle this function. It is somewhat surprising that some will comment that they … Continue reading

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What’s your E&O culture? Might want to check with your staff…

As many folks know, my main focus for quite some time is to help enhance the E&O culture of an agency…one person at a time. This is one of the reasons why I started this blog. In working with insurance … Continue reading

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Selecting the right E&O limit

Without a doubt, most agents would like to know the exact limit they should carry on their E&O policy. Some agents approach this by analyzing their book of business specifically looking to determine what is the maximum limit they provide … Continue reading

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Does good customer service reduce the potential of E&O claims?

There is an expression that I heard many years ago that certainly seems to have a lot of truth to it. The comment went something to the effect of “Not many people recognize good customer service but they sure know … Continue reading

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