While the industry seemed to see a spike in mergers and acquisitions activity in 2012 due to some tax implications,...
agency E&O News
Record Retention. It’s not as simple as everyone thinks. Significant and dangerous myths exist relative to this increasingly important topic....
Felony Background Checks. An important step in hiring people. If an employee has a felony conviction and the agency has...
Flood Insurance. Who Ever Said Mortgage Companies Know Everything About Flood Insurance? In agency after agency I visit, flood insurance...
Job Descriptions. A simple solution to minimizing E&O exposures. One of the most significant E&O exposures is literally a “he...
Agency Catastrophe Plans. How to keep a catastrophe from becoming an even bigger catastrophe. I don’t know who said it,...
Bond Specifications & Company Ratings. Do you check? When commercial clients need a bond, they almost always have a contract...
As Americans do their best to plan for retirement, all it takes is a visit to a financial planner to...
Is Your Agency Still Accepting Cash Payments? Relatively few agencies today, at least relative to ten years ago, are accepting...
Have You Updated Your Procedures to Cover Handheld Devices? Without question, handheld devices, whether they be simple phones, pda’s, or...