Insurers Can Go Broke, Too: How Guaranty Funds Protect Policyholders
A guaranty fund is a pool of money to which insurers licensed in a particular state contribute. State insurance regulators tap that pool of money when a licensed (also known…
Consulting
Balancing Client Service and Risk Management
As an independent insurance agent, you juggle many roles—client advocate, team leader, business builder, compliance “cop”, and more. Balancing amazing customer service with effective risk management might feel like walking…
Three Reasons Why You Should Use Declination Forms
A coverage declination form is a document that agencies should use as part of their workflow process for situations when a client declines coverage. The client signs the form to…
Why You Should Perform a Book of Business Review
One crucial aspect that insurance agencies should prioritize is performing a comprehensive book of business review. The data in your agency management system is full of valuable information that can…
The Benefits of Hiring a Consultant to Work with Your Independent Agency
In today’s rapidly evolving insurance industry, staying competitive and efficient is crucial for success. One way insurance agencies can achieve this is by hiring a consultant to assist with process…
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