Search found 7 matches

by brokerdave
Fri Jan 15, 2010 12:02 pm
Forum: Opinions
Topic: Surplus Broker Theft
Replies: 9
Views: 7180

Re: Surplus Broker Theft

Steve
Sorry to hear about your problem but I hope that you establish better criteria for vetting potential Wholesalers than "size". Should your prospects choose to work only with Agencies larger than your firm, you'll understand.

Dave
by brokerdave
Tue Oct 07, 2008 10:36 am
Forum: Opinions
Topic: Rental Condo Unit - Property MGT want to be listed as AI
Replies: 14
Views: 13545

Re: Rental Condo Unit - Property MGT want to be listed as AI

I agree with InsMgmt's position and further offer that the property manager should be the primary source of recovery for liability, especially professional. A property manager offers an offsite owner the "peace of mind" of having direct supervision of his property. As such, the prop mgr as...
by brokerdave
Mon Feb 05, 2007 12:14 pm
Forum: Opinions
Topic: Ethics Case Discussion
Replies: 21
Views: 14651

Re: Ethics Case Discussion

Very interesting responses so far. One thing that you folks need to realize is that your friend's wife is jeapordizing your livelihood! A friend's wife works for one of your clients. She tells you her doctor says she is OK to work but has agreed to provide her with a note that says she should stay o...
by brokerdave
Thu Mar 23, 2006 5:24 am
Forum: Hard-to-Place Accounts
Topic: Certificate wording
Replies: 9
Views: 12549

E&S Carriers have become very dilligent regarding Certs, refusing to allow any modification that is not reflective of actual terms on the policy. I can't address the Standards' practices, but they're typically less astute. The age-old practice of Agents simply adding any wording that is requeste...
by brokerdave
Wed Dec 28, 2005 12:38 pm
Forum: Opinions
Topic: Contractor GL Specialists - Please weigh in on this
Replies: 29
Views: 36711

Rob

You aptly discuss the pitfalls of the manifestation restrictions in "A".
What do you see as the issues with "B" that could lead you to select the pitfalls associated with "A"?
by brokerdave
Fri Sep 23, 2005 4:01 am
Forum: Hard-to-Place Accounts
Topic: GL & Professional for a Pharmacy in Mass
Replies: 2
Views: 3075

Compounder

A good wholesaler can help. I place compounders and would be happy to assist.

Just PM me and I'll get you started.
by brokerdave
Thu Sep 01, 2005 5:39 am
Forum: Opinions
Topic: Quote presentations
Replies: 4
Views: 5365

Image is Everything

The key is to accurately communicate two things: 1) The deal......2) You are the consummate insurance pro that was able to develop the deal. I NEVER send a Company quote to a prospect/client. I only send MY quote, on MY letterhead with everything properly laid out (including the identity and AB Best...