As part of that planning mentioned earlier, then, it’s crucial that errors and omissions insurance is included early on. This is a type of insurance policy that protects your business from financial losses that may arise from mistakes, negligence, or omissions in the services you provide.

WORK FLOW PROCEDURES IN AN AUTOMATED AGENCY FOREWORD PURPOSE This manual is the culmination of many years of work and study with agencies operating within the American Agency S...

COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...

PERSONAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future erosi...

WORK IN PEACE, INCREASE EFFICIENCY by Grace Bauer Are you getting tons of interruptions every day? Are you questioning why employees are coming to you when you know that the...

YOUR AGENCY NEEDS TO SAVE TIME RIGHT NOW by Grace Bauer In these tough times, your agency needs to operate as efficiently as possible so that you can maintain your book, sell more busines...