Independent insurance agencies rely on service providers for nearly everything: agency management systems, CRMs, marketing platforms, IT support, and more. While these vendors can help agencies grow faster and operate more efficiently, they can also create unnecessary costs, operational friction, and legal headaches if the contracts aren’t carefully reviewed. Too often, agencies sign agreements quickly, … 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
With many companies working from home, security is top-of-mind for owners and managers. Without domain securities in place and employees using home networks and computers, more vulnerabilities may be present and exploited by hackers and phishers. If a user at your company is compromised, and a spam email is sent from their account, here are … Read more