IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

Risk Management

Due Diligence In An Agency Sale Or Acquisition

This content has not been rated yet.

AlDiamond1
DUE DILIGENCE IN AN AGENCY SALE OR ACQUISITION by Al Diamond Proper Due Diligence permits you to assess the true earnings potential of any acquisition or merger poten...

E&O And Policy Changes

This content has not been rated yet.

CMEditor
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

This content has not been rated yet.

CMEditor
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!

This content has not been rated yet.

CMEditor
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 Insights: Let Me Think About It …

This content has not been rated yet.

CMEditor
A client who utters these words might well be laying the groundwork for a nasty E&O claim. Consider this case:...

E&O Issues And Recommendations

This content has not been rated yet.

CMEditor
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...

E&O: A Case Study

This content has not been rated yet.

JackBurke
E&O: A CASE STUDY by Jack Burke Jack Burke shares responses to a Flood and Business Interruption question from a reader. In regard to an article about an agency being sued ov...

E&O: Failure To Read A Policy Is No Defense

This content has not been rated yet.

AlDiamond1
E&O: FAILURE TO READ A POLICY IS NO DEFENSE by Al Diamond Although the case cited in this article centers on a New Jersey ruling, it highlights the potential for exposure in all states....

E&O-Proofing Your Agency: 25 Tips For Little Or No Cost!

This content has not been rated yet.

CMEditor
E&O-PROOFING YOUR AGENCY: 25 TIPS FOR LITTLE OR NO COST! by Ken Buehler E&O incidents are on the rise. We've entered an era where it seems that any uncovered loss creates a problem. In a hard mar...

Eleven Workers Compensation Issues

This content has not been rated yet.

CMEditor
ELEVEN WORKERS COMPENSATION ISSUES by Preston Diamond When the nations legislative landscape was dominated by health care reform and relatively stable Workers Compensation rates in...

Search Articles/Libraries 
Select a Category
Choose a Content Package