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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.

by Brenda Grow

Avoiding Certificate of Insurance E&O: Part 1

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.

by Brenda Grow
The team is having a meeting to see how they could be more productive for the upcoming project.

4 Tips for a Healthy Relationship With Your Insurance Solutions Provider

When you enter into a sourcing relationship, you are making a long term commitment to work with a provider as a team.

by ReSource Pro Editorial Team | | September 5, 2013February 7, 2023
Bunch of Millennials are having fun playing games where the men have to run with girls on their back.

4 Ways to Attract Millennial Generation Talent

How do insurance businesses attract talent from a generation of individuals that aren’t interested in working in the industry? Here are four ways!

by ReSource Pro Editorial Team | | August 7, 2013December 2, 2019
Two business men finalizing a deal by shaking hands.

The F Word in Client Relationships

Tom Cates, President of Brookeside, facilitated ReSource Pro’s most recent IAC meeting. Here are his insights on upgrading client relationships.

by ReSource Pro Editorial Team | | July 24, 2013December 2, 2019

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Mark Breading on Strategy, Marketing, and Data

Mark Breading, Partner, ReSource Pro Consulting, discussed distribution trends and the future role of agents on the Agency Freedom podcast.

(more…)
May 2023

Protect Yourself From Recruiting Scams

Scams and other security risks are rampant on the Internet, and we recommend you take steps to protect yourself and the security of your information.

(more…)
May 2023

ReSource Pro CEO Dan Epstein and founder Matt Bruno named as the New York Finalist for the Ernst & Young LLP Entrepreneur Of The Year® 2023 Award

ReSource Pro is thrilled to announce that CEO Dan Epstein and founder Matt Bruno have been named as a New York Finalist for the Ernst & Young LLP Entrepreneur Of The Year® 2023 Award.

(more…)
April 2023

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