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.
Certificates of insurance are a vital and often urgent deliverable for insurance customers. But for insurance agencies, they can be a stressful interruption and a potential source of errors and omissions (E&O) risk.
How do insurance businesses attract talent from a generation of individuals that aren’t interested in working in the industry? Here are four ways!
Tom Cates, President of Brookeside, facilitated ReSource Pro’s most recent IAC meeting. Here are his insights on upgrading client relationships.