You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle. Often, these same struggling owners aren’t investing in insurance prospecting software....
E and O Management: Best Practices for the Independent Insurance Agency
Managing your agency’s E&O compliance is a crucial part of maintaining your reputation and legality. However, it can be difficult to keep track of all the details related to E&O management. In this eGuide, we’ll look at ways to keep your agency E&O compliant. Armed with a vigilant eye and well thought-out processes, you can rest assured your agency is avoiding errors and omissions, and providing your clients the best service and care.
- Common Mistakes
- Practices and Tools
- Recording Email
- Mobile Apps
- Your Agency Management System