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Risk Management

Document Everything!

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DOCUMENT EVERYTHING! by Grace Bauer Document every phone call, visit, and staff conversation - to, from, or about an insured or otherwise pertaining to a particular account. Whether ...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

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...

DOLLARS AND SENSE: FINANCIAL RESPONSIBILITY REQUIREMENTS FOR UNDERGROUND STORAGE TANKS by U.S. Environmental Protection Agency Why Are There Financial Responsibility Requirements? Whe...

Don’t Get Burned When Clients Reduce Limits

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DONT GET BURNED WHEN CLIENTS REDUCE LIMITS by Chris Burand Improve your odds of winning an E&O lawsuit by following these preventative measures. A report issued in ...

Don’T Let Domestic Violence Come To Work

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DONT LET DOMESTIC VIOLENCE COME TO WORK Thousands of workers are being abused at home - and, all too often, this abuse spills over into the workplace. According to the American...

Don't Forget The Auditing Process

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DON'T FORGET THE AUDITING PROCESS by Grace Bauer Are your employees still doing things the same way? Is the agency still ...

Don't Get Burned In The Overheated Acquisition Market!

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DON'T GET BURNED IN THE OVERHEATED ACQUISITION MARKET! by Chris Burand Wall Street has definitely cooled, but agency mergers and acquisitions have not. ...

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...

Drug-Free Workplace

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DEALING WITH SUBSTANCE ABUSE If you're in business, you must face some facts: 70% of all illegal drug users are employed either full or part time, suggest...

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