agency best practices News

Agency Best Practices for Avoiding, Rather Than Winning, E&O Suits

Insurance agents and brokers have long been targets of error and omission lawsuits. It’s also true that most agents and brokers have sought advice of counsel as to how to win a lawsuit. They will often be told that the …

Real World Best Practices For Agencies in Reviewing Insurance Certificates

How is it that a certificate of insurance — that seemingly simple, straightforward and most innocent of documents — can be so complex? The certificate of insurance acknowledges the writing and existence of an insurance policy. It should accurately reflect …