Tag Archives: Education

‘Rideshare Guy’ Says 60-80% of Drivers Still Don’t Have Correct Insurance

The following is an interesting article posted on insurancejournal.com on December 8th indicating a significant number of the various ride-sharing drivers do not have the proper insurance. Have you identified which of your customers are involved in ride-sharing? Would probably … Continue reading

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How well do your clients understand their insurance program?

If your answer is “I don’t know, I never asked them”, you are potentially missing a very key element in the sales process. In the commercial world, most clients probably understand their respective business and the various components necessary to … Continue reading

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What do you want your agency known for?

Hopefully, every agency has a message / a motto that they want their customers to see in them. Call it – their guiding principles they strive to achieve. Recently at an insurance conference I participated in, a COO of a … Continue reading

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What is the value your agency puts on staff education?

When one thinks of the key pieces of a quality agents E&O prevention program, typically topics such as documentation, exposure analysis checklists, confirmation of client insurance decisions (purchases and rejections) and policy review all come to mind. And they are … Continue reading

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Moving a book of business to new carriers – a potential HUGE E&O issue!

Virtually every day, agents will move an account to a new carrier. Typically, the basis for the move is due to the desire to get a lower premium for the client. This issue has developed into one of the bigger … Continue reading

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Are you holdings your customers accountable?

Is lack of customer accountability an issue in your agency? Do you have agency staff  asking the question – “why do customers always make us feel like it is our fault when they have a loss that is not covered? … Continue reading

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The latest in Dog Bites statistics

As noted in the attached excellent article published by the Insurance Information Institute (www.iii.org), dog bites and other dog-related injuries accounted for more than one-third of all homeowners liability claim dollars paid out in 2016, costing in excess of $600 … 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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