Monthly Archives: December 2015

7 Simple Underwriting Questions Nobody Asks

In most cases, avoiding E&O claims is all about “the details”. The attached excellent article written by Christopher J. Boggs, vice president for education for Insurance Journal’s Academy of Insurance, identified a number of basic, yet insightful questions that don’t seem to find their … Continue reading

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How well are you managing your independent contractors?

While independent contractors have their role and can make major contributions to an agency, they can also be your biggest headache. For this reason, there needs to be strong management of these folks to ensure, among other things, that they … Continue reading

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Are you getting ready to weed / destroy some files?

As we approach the end of the year, this is a common time where many agencies are giving serious consideration to their record retention schedule with plans to destroy some files that are no longer necessary. If your agency does … Continue reading

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Do you have some clients “texting” you?

In my conversations with agencies dealing with the issue of communication between the agency and the client, it is quickly apparent that texting is definitely a mode of communication. Those same agencies will readily admit that they this really scares … Continue reading

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4 common misperceptions about Agents E&O

I.     All E&O policies are the same Actually nothing could be further from the truth. You could take the top 20 carriers that write Agents E&O insurance and it wouldn’t be hard to find some major differences among the forms. … Continue reading

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Top Cyber Threats for 2016 and Next Five Years

Cyber is without a doubt one of the biggest issues facing the insurance industry. The attached article, which appeared on insurancejournal.com on Nov 17th, details the current cyber threat with predictions on cyber trends that agents and businesses need to be … Continue reading

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