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
Whether your agency has 20 employees or one, an agency management system can help improve your efficiencies. If you are looking to streamline your business without completely changing your operations, look to your management system to provide specific client reports, prospecting lists, and more. Here are a few major benefits to using your management system … Read more
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