insurance

Articles tagged with insurance


Does A Banking Relationship Make Sense For You?

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DOES A BANKING RELATIONSHIP MAKE SENSE FOR YOU? by Chris Burand Banks are buying agencies, agencies are developing relationships with banks, insurance companies are opening banks, and a dozen...

Does Every Customer's Opinion Count? No!

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DOES EVERY CUSTOMER'S OPINION COUNT? NO! by Chris Burand A customer at a luxury car dealership complained to the salesperson, 'These additional features are unnecessary and certainly n...

Does Your Preparation Exceed Your Presentation?

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DOES YOUR PREPARATION EXCEED YOUR PRESENTATION? by Preston Diamond Do you compare your presentations to a startup funding request for venture capital? How much money did you ask fo...

Don't Let An E&O Deductible Hurt Your Agency

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DON'T LET AN E&O DEDUCTIBLE HURT YOUR AGENCY by Ronald Anderson Insurance agency managers may believe that employees who are key to causing an Errors & Omissions (E&O) claim should reimburse t...

Don't Lose Your Way When Navigating Customer Currents

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DON'T LOSE YOUR WAY WHEN NAVIGATING CUSTOMER CURRENTS by Al Diamond Recently, the people at Motorola, the electronics giant, announced that they had 'lost their way.' This innovative c...

Do's And Dont's For Dealing With The Press

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DO's AND DONT's FOR DEALING WITH THE PRESS DOs 1. Appoint one person in your organization to be the media contact to answer media inquiries. All such calls should be referred to that p...

E&O And Policy Changes

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E&O AND POLICY CHANGES by Mike Edwards In this document, Mike Edwards examines the E&O implications of mid-term policy changes. Edwards presents two E&O ...

E&O Claims: The Discovery Process

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E&O CLAIMS: THE DISCOVERY PROCESS by Ken Buehler There are three discrete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery begins when the agency first becomes aware tha...

E&O Claims: Training/Remediation After The Error Or Omission!

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E&O CLAIMS: TRAINING/REMEDIATION AFTER THE ERROR OR OMISSION! by Ken Buehler If an error or omission occurs, you can't undo it. You can take action to prevent similar incidents in the future, ...

E&O Issues And Recommendations

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E&O ISSUES AND RECOMMENDATIONS by Grace Bauer We get so caught up in our daily crises and day-to-day workloads that we often don't have the time to take a good look at how our agency is ha...

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