Producers and Staff Do Not Adequately Know the Agency’s Procedures.More often than many might expect, staff and particularly producers do...
agency E&O News
Proper Authorization to Change Coverages Part II.In Blog 14 I wrote about the need to verify the party requesting a...
Binders Redux. A binder is a temporary insurance contract. This is a fact. The Acord 75 field Description states, “A...
Date Stamping. Could any E&O blog address a simpler subject than date stamping? Maybe not, but date stamping correctly to...
Insurance Journal is again on the search to find out what’s happening in the agency errors and omissions (E&O) environment....
Insurance Journal is again on the search to find out what’s happening in the agency errors and omissions (E&O) environment....
Claims Draft Checks. Not many agencies have claims draft authority any longer, which I consider a positive change relative to...
AOR/BOR Procedures for Benefits. For some unknown reason, I continually find Benefits Producers thinking the P&C AOR/BOR procedures are not...
Mailing Certificates of Insurance. You should always do what companies tell you to do because they always look out for...
AOR/BOR Procedures. If the current agent is so good, why is the insured moving their policy? AOR/BOR selling strategies have...