Monthly Archives: March 2017

A key issue when using a carrier proposal

Over the last couple of years, the agency’s use of carrier proposals is becoming much more common. This is especially true with small commercial accounts or accounts in the personal lines division. Using the carrier proposal actually has several advantages … Continue reading

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Can a “bad” audit score actually be a good thing? Can a “good” audit score be a bad thing?

Two very interesting questions. Without a doubt, Internal auditing within an agency is one of the best initiatives an agency can have in the establishment of a healthy E&O culture. Auditing serves a very vital role to evaluate to what … Continue reading

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A key issue when moving coverage from a claims-made form to an occurrence form

As the following claim points out, there is a key issue that needs some attention when moving coverage from a claims-made form to an occurrence form. On a Labor Day weekend a few years back, a woman was preparing for her … Continue reading

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Does your staff know what your promotional material states?

While this may sound like common sense, it is amazing how often agency staff have no idea what the website and the promotional material say about the agency. At times, they also advise that they have seen it but seem … Continue reading

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