Tag Archives: Disclaimers

Does your proposal include this?

Let me ask you a question: When you provide a proposal to a client (current or prospective), what information are you using to develop that proposal? While there may be some information you can gather from websites or other third … Continue reading

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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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Want to sell more insurance while reducing your E&O exposure?

This sounds like as close to a true “win-win” scenario as one could get. Ironically, the more focused an agency is on minimizing their E&O exposure, the more insurance they will sell. Here is an example… When you provide your … 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 insurance agency proposals – do they include these things?

Ask virtually any insurance producer the purpose of a client proposal and you will undoubtedly hear that “the goal is to sell the account”. While it is hard to really argue that point, the insurance proposals that insurance agencies provide (whether … Continue reading

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