STAFF MEETINGS 101 by the IIABA Virtual Faculty In general, virtually all agencies should have periodic staff meetings. Unfortunately, too often these meetings are unproductive. According to one ...

ACCOMMODATING ALCOHOLISM ON THE JOB by Don Phin A Legal Report from the Society for Human Resource Management went into depth about this unique challenge. Here are some guidelines for emp...

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:

APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...

TAX IMPLICATIONS OF BUYING AND SELLING AGENCIES by Jon Persky One of your friendly competitors mentions that he received two times revenues when he sold his agency recently. However, did ...

AGENCY EMPLOYMENT AGREEMENT THIS AGREEMENT made this day of , 20 by and between [AGENCY PRINCIPAL NAME] d/b/a [NAME OF INSURANCE AGENCY], having a principal place of business at [BUSINESS ADDRE...

AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

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.

ARE YOU RUNNING IN PLACE OR RUNNING THE RACE? by Al Diamond In this document, Al Diamond identifies the four phases of agent activity that define the effectiveness of...

ADA CLAIMS BEING BROUGHT FOR 'HOSTILE ENVIRONMENT' by Donald Phin Courts across the country are now starting to grant 'hostile work environment' claims under the ADA, even under circu...