A POTPOURRI OF E&O TIPS by Curtis Pearsall Now that the hard market is upon us, theres no doubt that the Excess and Surplus Lines (E&SL) marketplace will be used to an even g...

If (when) your agency faces E&O litigation, you’ll need to provide admissible evidence to the court. Laws are standard in most states, with six requirements for the admissibility of evidence. To give your agency the best chance of winning an E&O judgment, you need to comply with these practices:

AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 3 TRANSACTIONAL FILING by Curt Pearsall Many agencies largely misunderstand transact...

AGENCY TELEPHONE PROCEDURES: TELEPHONE EXCELLENCE by Karen Flaherty If you ask a group of customer service representatives to talk about problems they encounter on the job, the agency tel...

ANALYSIS OF PROFIT-SHARING AGREEMENTS Use this form to review your company profit-sharing deals. Complete this checklist for each major company represented. A no ans...

BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...

This checklist outlines the major factors an insurance agency and a producer should consider in negotiating an employment agreement. It should not be construed as a specimen contract or agreement but merely a guide for reaching a meeting of the minds over subjects important to both parties. If you are engaged in this kind of negotiation now, use this form to check off these considerations in the blocks provided, as they are agreed upon. Be sure to consult an attorney for assistance in drafting the legal language necessary to implement a formal contract.

CHECKLIST OF CONSIDERATIONS IN NEGOTIATING A PRODUCER/AGENCY AGREEMENT This checklist outlines the major factors an insurance agency and a producer should consider in negotiating a...

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, ...

The bar has been raised in order to qualify 'expert witnesses.' Rule 702 of the Federal Rules of Evidence** addresses the qualification of expert witnesses, as do procedural rules at the state level. This document by Roy Phillips and Thomas Veitch gives you the details.