https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...nals, such as doctors, lawyers, architects, engineers, and CPAs, have much mor...tors and have a discussion about the general differences among D&O contrac...
https://completemarkets.com/Article/article-post/1914/FINANCIAL-STATEMENTS-ASSETS-YOU-CANT-GET-THERE/
... winning" the relationship, customer, process, and result — goals that will require leadership. 160 Leadership includes our Vision , Organizational Culture , Passion , Commitment , and Integrity . Leadership means defining reality and moving forward. The leader must act as an architect and environmental engineer. 160 As the architect, the leader sees the dream and focuses it in a Vision that everyone in the organization can embrace. They design the infrastructure and coordinate its construction. Leadership must establish a "sound" foundation as we ... people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There are no comments posted. Search Articles/Libraries Select a Category All Benefits & Financial Services Commercial Lines Insurance Careers Communications Customer Service Financial/Accounting General Articles Human Resources Legal and E&O Letters (Customer Service) Letters (Sales) Life/Financial Services Management Marketing Marketing Agency of the Month Organizational Profiles Personal Lines Planning Questions & Answers Risk Management Selling Specialty Lines Technology Uncategorized Choose a Content Package All Member ... , is out of date. It's no more a tool for tomorrow than a 1950 map is the best way to get from Shreveport to New Orleans. 160 Analysis of this traditional document shows your assets (the things you use in business), your liabilities (the interests of those who own the things you use), and stockholder's equity (the difference between assets and liabilities) . 160 Your assets — buildings, receivables, inventory, and equipment — are things that you own or acquire, and ...
https://completemarkets.com/Article/article-post/2734/How-And-When-to-Hire-a-CASp/
...general contractor, but not all architects, engineers and contractors are CASp...hat may decrease a property owner’s liability and supply certain legal benefit...
https://completemarkets.com/Article/article-post/1896/%E2%80%98You-Can%E2%80%99t-Get-There-From-Here-%E2%80%99-A-New-Map-For-Future-Success/
... Leadership is required. Leadership includes vision, organizational culture and passion, commitment, and integrity. Leadership defines reality and moves forward from there. Seeing the dream and focusing it in a vision that can be embraced by all in the organization, the leader is an architect. He or she designs the infrastructure and coordinates its construction. Leadership must establish a sound foundation from which the organization can reach for the stars (goals) . Leadership brings "fire to the belly" of organizations. The leader is also an environmental engineer ... people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There are no comments posted. Search Articles/Libraries Select a Category All Benefits & Financial Services Commercial Lines Insurance Careers Communications Customer Service Financial/Accounting General Articles Human Resources Legal and E&O Letters (Customer Service) Letters (Sales) Life/Financial Services Management Marketing Marketing Agency of the Month Organizational Profiles Personal Lines Planning Questions & Answers Risk Management Selling Specialty Lines Technology Uncategorized Choose a Content Package All Member ... most valued traditional map, the balance sheet, is out of date. It's no more a tool for tomorrow than a 1950 map would be for getting from Shreveport to New Orleans. The balance sheet shows your assets, the things you use in business, your liabilities, the interests of those who own the things you use, stockholders' equity, and the difference between your assets and liabilities. Your assets-buildings, receivables, inventory, equipment-are stuff that you own or acquire, can insure, and use. But tomorrow's " ...
https://completemarkets.com/Article/article-post/2328/SUCCESSFUL-TELEPHONE-COMMUNICATION-TECHNIQUES-PART-1/
...Keep it clean, simple, and short. Generally people are nice, but everyone occa...ason I called was your Property and Liability insurance. Doesn't it comes up f...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/227/Emerging-E-O-Loss-Exposures/
... agency liable for the damages. Remember that "perception is reality." If a client perceives that the agency harmed them, the agency will have to defend itself against that accusation. Remember, too, that many other professionals, such as doctors, lawyers, architects, engineers, and CPAs, have much more rigorous training, testing, apprenticeship, and licensing than people in insurance. Because insurance contracts and transactions are so technical, court decisions about what a professional standard of care is often go against the insurance professional. ... expertise, ask your company underwriters their position on the subject and what they need. It's better to use co-named insureds in lieu of additional insured arrangements, if possible. It's also wise to ask companies that write a lot of Personal Lines programs for affluent clients for general information, because they probably have expertise in this area. Some experts predict that trusts and ownership transfer arrangements will become as common as wills in the near future, because they provide an easy, inexpensive way to avoid the delay and public disclosure of probate. ... insurance agents need to be more diligent than ever in analyzing their Errors and Omissions risks and exposures. Some of the areas that open up agency E&O exposures are trusts, cyber risk, Non-Ownership Auto exposures (Personal and Business Auto), D&O Liability, Umbrella & Excess Liability, Employment Practices, home-based businesses, intellectual property exposures, and company solvency issues. Everyone at every agency should keep "due diligence" and "awareness" in mind while taking care of clients. Agents, like other professionals, ...