best practices

Error & Omissions Insurance: What to Know and Best Practices 

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Best Practice concept with hand pressing icons. Businessman touching finger inscription.

Error and Omissions (E&O) insurance is crucial for independent insurance agents as it provides protection against claims of negligence or inadequate work. In an economy where everyone is stressed about money, E&O insurance is more important than ever. Here’s why E&O insurance is important for agents and some best practices to follow in 2024 and … Read more

Buying a Book of Business

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What to do before buying a book of business

Insurance agencies are bought and sold every day, but why should they matter to you? Is it ever the right time to purchase a book of business? Think about this: The average agency owner is 56 years old or older, and 20% of those agents are 66 or older. They are at the stage in … Read more