June 26, 2023
Audits Balance Everything
When clients think they see a loophole and say, “Oh, it’s based on sales? If I just told them 2.5 million instead of 4.5 million then I can save a bunch of money,” I say…not really.
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June 9, 2023
Solving Leaking Fuel Tanks
Leaking fuel tanks? Everyone getting their lawyers? A client threatened with losing his whole retirement? Our GSQ agent solved this problem with a simple idea.
May 22, 2023
Why DnO Coverage
If you sell a business, the buyer wants to know that they can rely on the statements and documents you provided them as to the value of your business…and have the ability to sue you years down the road if things are not what you promised.
March 20, 2023
Cheap Account
Why would other agents misclassify something when it could give them a bigger commission on the bigger premium? Read this short blog to find out.
January 3, 2023
The Office Post-Pandemic
Most people have returned to a normal work life since the pandemic shut down…but what is normal now?
November 28, 2022
Sizable Ownership
A client calls and says, “Hey, why does it matter if someone owns over 10% of the company?” We can tell you why.
November 9, 2022
AI Do it Yourself
“Representative,” she said. “Representative,” she said firmly. “Rep..re..sen..ta..tive.” Are you better off with this level of automation, or have you simply been relegated to a cost savings system for the insurance company as they have you do their work for them?
October 26, 2022
What Crisis?
How do I, as an insurance professional, explain to a longtime client, who has few if any claims with their company vehicles, that their Commercial Auto policy is not going to be renewed by the underwriter?
October 17, 2022
Cyber – Data Breach
55% of the small businesses surveyed by the Ponemon Institute had suffered a Data Breach and 53% had already suffered multiple Data Breaches. Here are a few reasons why Data Breach coverage is right for any business.
October 10, 2022
Action Over
When the landlord walks into your office with a lawsuit and his lease and says, “You’re going to hold me harmless and defend me for any and all liabilities,” and then hands you that lawsuit…what are you going to do with it?