Tag Archives: Insurance agents

Want to know your E&O Culture ? Ask your staff

As we approach the end of 2018, I encourage every agency to set a 2019 goal (or two) that will enhance their E&O culture. This will enable the agency to continue to make progress on building a stronger culture to … Continue reading

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Are your clients vulnerable to social engineering claims?

With few exceptions, most businesses are vulnerable. What exactly is “social engineering”? In the context of information security, it is defined as “the use of deception to manipulate individuals into divulging confidential or personal information that may be used for … Continue reading

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What are your 2019 E&O goals?

As we start the month of October, this is the time where most agencies are giving serious thought to their goals and objectives for the upcoming year. While this will most certainly include those goals dealing with premium volume, new … Continue reading

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Quality Customer Service can help your E&O loss prevention culture

Think back to a recent situation where you encountered a problem in your personal life. Possibly the issue involved the product you purchased or the service you were provided. Now think back to how the person you were dealing with … Continue reading

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Does the staff know the expectations for documentation?

Let me ask you a question: Has your agency experienced periodic issues with the timeliness and quality of documentation? Is there inconsistency among the staff (including the producers) in when and how some things get documented? This is a very … Continue reading

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Claims handling – watch what you say

Now that Hurricane season is upon us, there is certainly a greater likelihood that Mother Nature could cause a more significant number of your agency customers to suffer a loss of some type. As the old adage goes “nothing brings … Continue reading

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Are you preparing for the technology of tomorrow?

The insurance industry will definitely look a lot different over the next 10 years as technology advancements and the greater application of artificial intelligence become more a part of the industry’s culture. This is an excerpt from an article authored … Continue reading

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Is Education one of your 2019 goals? It probably should be.

Around this time of year, most agencies start to give some thought to their goals for the next year. There is a good chance that they will come up with several initiatives and since some of these may involve some … Continue reading

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Consent to settle clause – is it getting a bad rap?

Do you know what the consent to settle clause in an E&O policy is commonly referred to? The Hammer clause. The hammer that when the agency does not want to agree to what the E&O carrier believes they can settle … Continue reading

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