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

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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

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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

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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

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