Tag Archives: E&O commitment

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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Execution is the key!

After watching a few of the NFL games yesterday, it was very evident that just because a team has the best talent and the best game plan, this does not always translate into a victory. There is an element that … Continue reading

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Add Auditing to your E&O culture

As President Ronald Reagan was quoted many years, it was very important to trust but it was equally if not more important to “trust but verify”. This is where auditing comes in. Auditing is actually one of the top 5 … Continue reading

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Dedicate time to discuss E&O (and only E&O)

When was the last time the office staff got together specifically to discuss the variety of issues pertaining to E&O loss prevention? In most agencies, the answer is probably “we never have”. Recently, I was at an agency’s office and … Continue reading

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E&O commitment is actually a team sport

When I typically reference the issue of E&O commitment, I am addressing agency staff on more of a 1 on 1 personal level. After all, agencies don’t make mistakes, people do. Thus if each of the employees has a strong … Continue reading

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