Project Management Systems to Run (Not Just Serve) Large Agencies

As independent insurance agencies grow, so does the complexity of managing the workplace. It’s no longer just about managing policies, renewals, and service requests—it’s about managing people, systems, communication, and internal operations at scale. The larger your agency becomes, the more you take on and the more you have to juggle. That’s where the internal … Read more

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