CHECKLISTS PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer I recently got to babysit my two nephews for four days. My sister gave me a long list of daily things to do as well as rules t...

CLAIM PROCEDURAL GUIDELINES by Mary Beth Bolen Of all the things a customer service representative (CSR) does for clients, you and the agency are most directly affected by the clients' receptio...

Agents who’ve experienced a hard market know that claims are often scrutinized much more closely than they are in a soft market. Unfortunately, circumstances sometimes lead to the denial of claims that are covered regardless of market conditions. This document by the Virtual University faculty provides an example of what you might see more of in the months to come.

CLIENT COMMUNICATIONS CREATE GOODWILL A study commissioned by Good Housekeeping magazine concluded that the 'Decade of Glitz and Greed' has given way to the 'Decade of Decency.' Key points ...

Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.

COMMERCIAL LINES INSURANCE CHECKLIST by Jack Fries Use this checklist by Jack Fries to see which Commercial Lines coverages your clients have, those that they need, and those that you write. ...

COMMISSIONS VS. CONTINGENCIES by Chris Burand Do independent agents serve the insurance company or the consumer? One of the most perplexing aspects of the con...

COMMONALITY BREEDS RELATIONSHIPS by Jack Burke We're more alike than we think. Relationships, whether face-to-face or cyber-distanced,...

COMMUNICATE THE RIGHT WAY by Emily Huling Technology tools can present problems when theyre used carelessly. Some people dont use the most appropriate communication tool f...

COMMUNICATE WITH EMPLOYEES! by Al Diamond Treat your employees like customers - not children! Most agency principals have owned one or two agencies and have been ...