Monthly Archives: August 2016

“My friend would never sue me”

Hopefully you really don’t believe this statement. As noted by the following actual E&O claim, friends do sue friends and they can win these suits. A doctor working for a non-profit group was sent overseas to assist in establishing a … Continue reading

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Is every one of your accounts getting a renewal proposal?

As agencies look to gain efficiencies in their processing, it has become very common to use the renewal proposal as the means to include a variety of topics. Some of the issues addressed include additional coverages that the client should … Continue reading

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Reviewing client’s contracts

On any given day, agents are asked to review contracts/leases on behalf of their clients. The objective is to essentially determine how well the client’s insurance program meets the requirements of the proposed contract.  There are a number of areas … Continue reading

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Your Agent’s E&O app

As everyone knows, the common means to protect an agency from E&O allegations is through the purchase of errors and omissions coverage. To secure this requires an application. So far, so good. With virtually all lines of business, the application is a … Continue reading

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What is communication without documentation?

Google “communication” and you will find a number of very profound quotes. One by Paul J. Meyer read: “Communication – the human connection – is the key to personal and career success”. For the most part, that is a very … Continue reading

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How are you handling potential problems?

Many of you have no doubt heard about the problems Delta Airlines experienced earlier this week. Apparently, there was a power outage in Atlanta (hear that there is a lot of finger pointing) that caused the Delta computer systems to go down worldwide. … Continue reading

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Are you providing your clients with their own portals?

In my travels across the country meeting with agents, I have noticed that more and more agencies are providing their clients with portals. These portals are a password protected site that can not only house the client’s insurance policies / … Continue reading

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