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KEEP ETHICS IN CUSTOMER SERVICE by Karen Flaherty As a customer service professional, you have a big job with huge responsibilities. Youre responsible for everything you do a...
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KEEP YOUR CLIENTS OUT OF HARMS WAY by Curt Pearsall Lessons from natural disasters can help you protect your clients -- and minimize your E&O exposure. Although your clients mig...
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Nearly all agency systems and procedures revolve around the use of Agency Management Systems and other third-party software. Proper training and usage of these systems will result in reducing Errors and Omissions losses. There are nine steps that an agency should take.
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KNOWLEDGE = ACTION by Curtis Pearsall The other day I was travelling with a good friend who happens to be an extremely professional insurance agent. On the way to lunch, we passed a funeral home...
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The use of alternative dispute resolution (ADR) by the insurance industry might not be new, but a growing number of...
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LANDSCAPING FIRM IMPLEMENTS DRUG TESTING WORKING PARTNERS Architectural Landscaping, Inc., in Tucson, Arizona, creates 'outdoor living environments' by installing pools, masonry, and retaini...
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LEADERSHIP MELTDOWN: ATROPHY OR RECOVERY? by Jack Burke Hundreds of thousands of small to medium-sized businesses that form the foundation ...
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LEGAL FEES: AN OUNCE OF PREVENTION by John Beringer Dont underestimate the value of a second opinion, particularly a legal one. In this document, John Beringer offers an example ...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES TABLE OF CONTENTS INTRODUCTION CHAPTER ONE: FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIET...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...