Tag Archives: E&O commitment

Using groups to enhance your E&O culture

Enhancing your E&O culture and commitment is not a “one and done” concept. In all honesty, it is an issue that virtually every agency will be (or should be) working towards on an ongoing basis. Procedures and forms should be … Continue reading

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How are you keeping the staff focused on E&O ?

The development of a solid E&O culture is definitely not something that you mention once and expect the staff to abide by whatever they were told. To develop a solid E&O culture requires a continuous message to the staff. How … Continue reading

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Designing and Implementing an E&O loss prevention program is really not that difficult

From time to time, I become aware of agencies that have not officially implemented an E&O loss control program. They may have addressed some of the key issues but without any real formal recognition of the need for an increased … Continue reading

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Who is your focal point to improve your E&O culture?

Without a doubt, life at the agency side of the business is very challenging and very fast paced. It seems like there is never enough time to get everything done. Taking on an additional project is probably not something staff … Continue reading

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Documenting discussions you have with your markets

When the subject of documentation comes up, typically the mindset involves documentation of discussions with your prospects / clients, etc. A good documentation policy in an agency would certainly address these circumstances. However, for some reason, documentation of discussions with … Continue reading

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Enhancing your E&O culture one person at a time

For many agencies, establishing or enhancing an E&O culture can be somewhat of a daunting task. Issues such as “where do I start” and “what should we do next” are common. Other issues such as “they know what their job … Continue reading

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Is “competency” enough when it comes to E&O prevention?

Throughout the years, I have heard many agency execs and staff comment that they “know what needs to be done” or “we are a veteran staff that know our jobs”. Said a different way, they feel their competency is “good … Continue reading

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Attend an E&O seminar in 2017

There are a variety of opportunities to enhance the E&O culture of individuals and the agency as a whole. Most of the industry magazines have a column dedicated to the topic and with few, if any exceptions, the articles are … Continue reading

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The importance of ATTITUDE in E&O Loss Prevention

Ask 100 agency folks today about E&O loss Prevention and it might not be a surprise to get at least half of them stating “it’s a necessary evil”.  For someone that has spent the last 30 years involved in helping agents … Continue reading

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Now is a good time to be thinking about your 2017 E&O goal

In most businesses, this is the time of year that goals and budgets are being established. While typically, those goals are primarily focused on income and expenses, serious consideration should be given to the establishment of the agency’s 2017 E&O … Continue reading

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