GATEWAY TO SMALL COMMERCIAL LINES Agent network offers virtual course to affiliates By Elisabeth Boone, CPCU “It gave me great tools to feel confident, look professional, and be prepared to meet with clients.” “The course was well laid out to give agents a broad perspective on the commercial industry and the questions agents must ask their clients.” “This is a great tool because you may find coverages that the
Commercial Lines
Great customer service involves helping clients to understand how their insurance works. This helps to protect the client and the insurance agency. Customer Service Focus By Catherine Trischan, CPCU, CIC, CRM, ARM, AU, AAI, CRIS, MLIS, TRIP EDUCATION AS CUSTOMER SERVICE What your commercial clients don’t understand about their insurance can hurt them and you There are many areas where commercial clients’ understanding of their insurance
E&O: FACTS TO KNOW Considerations regarding errors and omissions in relation to mergers and acquisitions By Mark Angelucci, CPCU, ARM, AIDA Insurance-agency-reported mergers and acquisitions (M&A) have set records each year since 2013. Based on publicly reported M&A activity, 15% of the agencies that existed in 2012 have been acquired. While the publicly traded brokers and private equity aggregators get the headlines, privately held agencies are also active in
Dig a Little Deeper By Bruce Hicks, CPCU, CLU FINGERPRINT FRACAS What happens when customers learn that their private information has been shared with a third party? The Court Decisions column is a popular feature in Rough Notes magazine, in part because the courtroom is where the promises made in an insurance contract often become real. All insurance professionals can develop “what if” scenarios, but until those scenarios are tested
FIVE WORKERS COMP MYTHS WORKERS MAY BELIEVE Help dispel false ideas and put client employees at ease By Darin Grimm Your workers compensation clients face a lot of challenges, but none can be quite as troubling as misinformation. Many of your clients’ employees probably harbor some ideas about workers comp that are outdated, convoluted or just plain wrong. And that’s not surprising, given the evolution of the industry over time.
