conversations

Articles tagged with conversations


A New Year’S E&O Resolution Guaranteed To Make A Difference

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CMEditor
'I’m going to quit smoking.' 'I’m going to drop 15 pounds so I can wear a tux again.' Like us, you probably don’t need help coming up with a New Year’s resolution or two. However, this document by Curt Pearsall offers some resolutions for your agency that are definitely worthwhile.

Communicating Insurance Jargon

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COMMUNICATING INSURANCE JARGON Good communication skills are necessary to satisfy clients' needs-and that is the most important part of a CSR's job. A common barrier to good communication, an...

Do These Trends Pertain To You?

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DO THESE TRENDS PERTAIN TO YOU? by Curtis Pearsall Do you know what makes your business vulnerable to an E&O claim? This document by Curtis Pearsall helps you see what might be right un...

Drug Screening Yields Quality Working Partners

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DRUG SCREENING YIELDS QUALITY WORKING PARTNERS Tucson Rubber Corporation is a manufacturer of rubber mechanical parts. The approximately 60 employees are predominantly entry-level workers with l...

E&O Claims: The Discovery Process

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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 Insights: Let Me Think About It …

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

Getting To Carnegie Hall

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RandySchwantz
It's one of the oldest jokes in the world: How do you get to Carnegie Hall? The answer: Practice!. The punch line is obvious; however, so...

How Long Should I Keep My Records?

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HOW LONG SHOULD I KEEP MY RECORDS? by Curtis Pearsall There's no single answer to the question of how long you should keep your records. A rule of thumb generally calls for a seven-year retenti...

Is Your Company’S Cell Phone Policy Up To Date?

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CMEditor
IS YOUR COMPANYS CELL PHONE POLICY UP TO DATE? If not, you might well have a problem. For the past several years, more and more states and cities have limited or banned drivers us...

Managed Marketing: Effective Follow-Up Is Key To Marketing Success

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CMEditor
A few months ago, a client came to us with a last-minute project that required the services of...

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