In our previous posts, we have look at a number of tools and processes to aid independent insurance agencies in avoiding errors and omissions. These tactics aid in E & O by keeping track of data, making immediate updates as needed, and consolidating client...
As we continue with our look at the many ways to keep your independent insurance agency E & O free, we turn to the latest technology: your smartphone. According to a recent Engadget article, about two-thirds of Americans own a smartphone, meaning it is likely many...
Managing your agency’s E & O compliance is a crucial part of maintaining your agency’s reputation and legality, and something to which you should commit a great deal of time and effort. However, it can be difficult to keep track of all the details related to E...
In athletics, there is a mantra that “defense wins championships” – meaning one must always be prepared to stop the oncoming team in order to succeed. The same is true with your agency’s E&O avoidance procedures: it is better to be prepared to stop errors...
Mobile devices and “free” Wi-Fi at airports, coffee shops, and hotels have made doing business on-the-go easier and more effective. However, with the good must come the bad, and such on-the-go access comes with many potential security risks. As an independent...
One of the best and most effective ways to keep digital data secure is through using password and permissions protection. As mentioned in our previous post, it is important to store all client data in your agency management system or in an encrypted hard drive/folder,...
In many ways, email usage has become unavoidable in independent insurance agencies. It is the fastest, most efficient way to communicate, but with literally hundreds of emails coming in each day, email is now wasting our time and draining productivity. All is not...
We’ve looked at a host of ways to increase your independent insurance agency’s email productivity through keeping your inbox safe and managing when and how you send messages. Now, we turn to Outlook and your agency management system as great tools to increase email...
In this third post in our series on improving email productivity we focus on keeping out unwanted emails from your inbox. Although there isn’t much you can do to keep out your great aunt’s chain emails or your co-worker’s constant “Subject: lunch?” messages, you can...
Keeping track of income and expenditures is the most important aspect of any business, and insurance agencies are no exception. Yet, so many agency owners don’t pay attention to their accounting systems, missing a huge opportunity to save time and money by...