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.

How to Optimize Your Insurance Policy Checking

Even for high performing agencies, policy processing requires considerable time and energy. Handing off part of the work to partners can help lighten the burden, but in many cases, agencies are still left to deal with the most challenging steps.

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.

Transformational Tech is Changing in Personal Lines

The move toward broad-based digital capabilities will require insurers to understand how specific technologies contribute to digital transformation and how priorities and roadmaps are changing in the current environment.