News & Insights

When I entered the industry, the holy grail was attaining a CPCU designation and getting a company-paid trip to an exotic destination to...

Every good insurance professional strives to convince clients to insure their homes and buildings to full replacement cost unless...

I read an article by an amateur data analyst who only seemed able to discover data that matches his hoped-for outcome, which was the need...

Bill Wilson, retired coverage guru and author of the claims book that every insurance professional should have on their desk, “When Words...

I am far more used to teaching classes than taking classes. Recently though I took a 3+ day full immersion, non-insurance education...

Sanpo Yoshi is a 17th century Japanese philosophy which means “three-way satisfaction”. The principle is that a business transaction...

So much traditional insurance advertising is designed to imbue confidence. Whether the word "trust" or symbols of trust are used, the...

The world is not ending! Heresy: "Belief or opinion contrary to orthodox religious doctrine." Oxford Dictionary My self-confessed heresy...

Of course it will because states mandate that people carry $X amount of insurance of varying kinds. Additionally, a huge number of...

An employee shortage is obvious to most agency owners, managers, and employees too. It is also obvious to almost everyone that hundreds...

I deal with the insurance world daily. Conventional wisdom says there is much more money to be made in a future, fantasy world where...

Business valuations, including agency valuations, are completed based on various appraisal standards (indeed, standards do exist although...

A very professionally minded client of mine who was recently promoted to an executive position commented on how amazed he was to discover...

I read a glowing review of Berkshire Hathaway's Three Question Commercial Application by one of their new clients. He wrote that the...

Undoubtedly, you have all heard of Professional Liability Insurance. For insurance agents, the common moniker is "E&O" insurance. Yet,...

Business Income and Cyber are arguably the two coverages least understood by agents (although given what I'm seeing in property claims,...

As a producer, do you practice? I was in a situation the other day that I thought I could handle, but something unexpected happened and I...

"Majority Of Home And Auto Policyholders Are Concerned They Are Underinsured" This is the headline based on polling in mid-October 2022....

Almost every agent who has ever taken an E&O class has been told to include a disclaimer on of all the policies they deliver along the...

The other day I attended a meeting regarding how to scale insurance sales. During the meeting, I started thinking, "Let's just make...