I want to tell you the story of the “Perfect Agency”. This story is based on an actual agency that I audited for their E&O carrier several years ago. The E&O carrier instructed the auditors to find holes in the agency’s processes that might lead to E&O claims.
The Quest for the Perfect Proposal – TAAR – May 08
May 1, 2008 by Leave a Comment
Proposals are a hot topic. When I work with or audit an agency, I heard a number of issues related to proposals.
The Importance of Quality Data – TAAR – November 07
November 1, 2007 by Leave a Comment
I am writing this article as I am returning from The Agents Council for Technology (ACT) fall meeting. As you might imagine we talked a lot about technology. We also talked about the importance of data.
