Monthly Archives: June 2016

Have you asked your staff?

In virtually every one of my agency visits, when I meet with the staff, I ask those staff a very basic question: What do you think is a realistic issue that in your area has the potential to generate an … Continue reading

Posted in Tips | Tagged , , , | Comments Off

Policy checking – a key final step when moving coverage

Consider the following E&O scenario: An agency looks to move one of their accounts from company A to company B. In the placing of the coverage with company B, one of the coverages (that was on the company A policy) … Continue reading

Posted in Tips | Tagged , , , | Comments Off

Could you be guilty of “over promising?”

There is no doubt the insurance agency world is highly competitive with agencies always looking to position themselves in a more favorable light. For this reason, some agencies tend to stretch the truth or over promise what they can deliver. … Continue reading

Posted in Tips | Tagged , , , , , | Comments Off

Enhancing your job descriptions

When one thinks of job descriptions (or position descriptions), typically the material includes issues such as:  - Job Title and pay grade, hours, etc. - Summary of the objective of the position including key tasks, relationship with customers, etc. - Qualifications required - Special … Continue reading

Posted in Tips | Tagged , , , , | Comments Off