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

Applied Epic 2020 Review

Epic 2020 is here!

Finally, some exciting news for a change: Applied Epic 2020 arrived on June 7, 2020! This article will cover: Some of the new features The new available integrations What do I need to do to get the 2020 version? Wait, what is Applied Epic? Highlights of the New Features Home Screen Several enhancements to the … Read more