How to Service Your Epic Clients

In this session, Laura will discuss how to service your accounts and policies in Epic. Learn about: Endorsements Cancellations Activities Attachments

How to Protect Your E&O

Educate staff E&O insurance policy

Over the years, I have seen some mishaps from CSRs, producers, and agency owners that have resulted in clients filing a claim against their agency’s E&O Insurance policy. The real kicker is that some of these could have easily been avoided. As an agency owner, you try and protect your E&O Insurance against all possible … Read more