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AGENCY AUTOMATION: AN E&O RESOURCE by Ken Buehler Are you getting everything you should out of your agency automation system? This document by Ken Buehler examines some of the automation pit...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 3 TRANSACTIONAL FILING by Curt Pearsall Many agencies largely misunderstand transact...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 1: DOWNLOAD by Curtis Pearsall Most agency owners and staff would agree that adv...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 2: UPLOAD by Curtis Pearsall The previous article discussed the issue ...
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The previous three articles in this series dealt with automation as it pertained to an agency's processing work. This article by Curtis Pearsall will examine how several aspects of automation can help reduce your E&O exposure.
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 5 by Curt Pearsall The previous four articles have explored E& O issues related t...
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AGENCY AUTOMATION: FRIEND OR FOE PART 6 by Curt Pearsall In this last of this six-part series focusing on automation, Curt Pearsall examines the issues involved in protecting yourself...
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When you take over an account by broker of record, it's important to realize your work isn't done;...
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AGENCY EMPLOYMENT AGREEMENT THIS AGREEMENT made this day of , 20 by and between [AGENCY PRINCIPAL NAME] d/b/a [NAME OF INSURANCE AGENCY], having a principal place of business at [BUSINESS ADDRE...
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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...