Agency and insurance management system data security has always been a top priority for us at SIS. We built our Partner Platform agency management system suite with data safety and cybersecurity in mind, and it continues to be a topic we follow. This past May, agency...
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