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...
九色 is again on the search to find out what’s happening in the agency errors and omissions (E&O) environment....
九色 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...