How Agencies Can Track and Maximize Carrier Incentives

Previously, we looked at the importance of carrier contingent commissions to agency profits and discussed a few strategies for maximizing them. Now, we’re going to dig into the real nitty-gritty: how to track your agency’s ongoing performance in achieving carrier contingency eligibility requirements.

Avoiding Certificate of Insurance E&O: Part 2

In part one, we shared several E&O prevention best practices that agencies can apply prior to binding coverage. In this post, we’ll discuss what agencies can do to protect themselves during certificate issuance.