Zywave

APRIL 11, 2025

For Brokers: Surface benchmarking insights tied to specific customers or prospects. Get millions of datapoints from the Commercial Policy Benchmark API to supplement and inform your benchmarking of your offering against competitors in Cyber, D&O, and many others.

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Broker-Agent Broker Agents Cyber 52

American Agents Alliance

FEBRUARY 14, 2025

Cross-selling is an important tool for independent insurance agents and brokers, but it must be done ethically. Policyholders benefit from their agents expertise and knowledge when cross-selling is done well. It can be a very beneficial practice for agents and policyholders alike when done ethically.

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Broker-Agent Insurance Agents Broker Insurance Agent 52

Redbird Agents

SEPTEMBER 13, 2024

Standardize Procedures: Document every process within your agency, from client onboarding to policy renewals. A CRM helps track client interactions and policy renewals, ensuring smoother operations. This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements.

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American Agents Alliance

MARCH 3, 2025

New efficient processes and workflows for underwriting, claims, policy administration, billing, and customer service have been implemented across the industry. However, for agents and brokers, these new AI-driven processes can introduce new E&O risks to mitigate and manage.

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Broker-Agent Broker Agents Risk 52

American Agents Alliance

JULY 17, 2024

Agents and brokers play important roles in the digital claims management process, from educating policyholders on loss mitigation to helping insureds file claims and work with their insurers. Data shows about 6% of homeowners filed a claim under their homeowners insurance policies during the five years ranging from 2018 to 2022.

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Broker-Agent Broker Agents Claim 52

American Agents Alliance

JANUARY 24, 2025

In a dynamic industry like insurance, agents and brokers must keep up with changes while learning new skills and staying informed on current regulations. Learn more about how agents and brokers can create and utilize a useful professional development plan then create your own. Some seminars will include CE credit.

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Broker-Agent Broker Agents Policyholder 52

Solstice Insurance Broker

JANUARY 23, 2025

As an insurance broker, you can be the compass your clients need. Key Takeaways : Brokers should stay informed to empower their clients. Key Takeaways : Brokers should stay informed to empower their clients. Brokers should advocate for clients year-round, assisting with claims and policy updates.

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Broker Out-Of-Pocket Insurance Broker Deductible 100

American Agents Alliance

DECEMBER 8, 2024

This represents an opportunity for agents who can use parametric products to offer policyholders an option for faster and easier claims payouts for various types of risks. This could creatively add a layer of protection, but agents must be sure to educate consumers about parametric coverage and how it differs from a traditional policy.

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Broker-Agent Agents Broker Risk 40

American Agents Alliance

DECEMBER 3, 2024

Agents, brokers, carriers, vendors, and others across the insurance ecosystem regularly share content, advertise, and engage with customers on various social media platforms. But for agents and brokers, the social media E&O risks should be considered before engaging on social media. Confidentiality issues.

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Broker-Agent Broker Agents Risk 40

Zywave

MARCH 19, 2025

APIs enable seamless and customizable integration between different systems, such as AMS/CRMs, policy management, and communication platforms, ensuring up-to-date information across all systems. Real-Time Communication: No need to wait for an agent to be in the office.

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Insurance Industry Broker-Agent Insurance Insured 52

Distinguished

APRIL 21, 2025

For brokers and agents, understanding landlord insurance in Chicago is crucial for helping clients safeguard their investments while expanding business opportunities. Automatic renewal: Ensures continuous coverage with hassle-free policy renewals. Hired and non-owned auto insurance: Covers vehicles used for property management.

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Broker Liability Broker-Agent Building 52

Redbird Agents

JULY 18, 2024

When it comes to buying insurance of any type, there are a myriad of choices and variables you must wade through to find the policy that works best for you. In response, they developed a dedicated app that lets you shop from the convenience of your phone to find the best policy that suits your needs.

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Insurance Insurer Insured Policy 130

Distinguished

FEBRUARY 10, 2025

Whats Covered The policy covers a wide range of risks for direct physical damage, including fire and theft, under an all-risk policy structure with broad coverage. Property and Liability products are distributed through a national network of agents and brokers.

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Broker-Agent Insurance Insured Insurer 52

American Agents Alliance

MARCH 19, 2025

Data-driven decision making can help improve retention rates by helping agents understand policyholder behavior and make adjustments proactively, before customers shop for other options. Here are some ways agents can use data analytics to improve retention rates. The link between data analytics and retention is clear.

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Agents Insurance Agents Insurance Agent Policyholder 52

Tosten Marketing

JANUARY 27, 2025

Insurance broker lead generation is a critical aspect of growing a successful brokerage. At Tosten Marketing, we’ve seen firsthand how effective strategies can transform a broker’s business. How Digital Marketing Boosts Insurance Lead Generation Digital marketing has transformed lead generation for insurance brokers.

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Insurance Broker Broker Broker-Agent Insurance 52

American Agents Alliance

MARCH 9, 2025

For agents and brokers, this is a significant opportunity to grow their business while better serving an evolving market. Womens Financial Empowerment and the Opportunities for Agents Women have historically been an underserved market in the insurance industry as men have been the primary decision makers in households.

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Agents Insurance Agents Insurance Agent Broker-Agent 52

ProWriters

FEBRUARY 23, 2025

But these policies may not always offer the levels of protection purchasers think they do. The gray zone poses significant challenges for not only legal frameworks but also insurance policies. The exclusion is also a competitive variable for companies choosing a Cyber Insurance policy.

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Cyber Insurance Insurer Insured 53

American Agents Alliance

NOVEMBER 9, 2024

Independent P&C agents and brokers who reside and work in this region must also know how to help policyholders manage earthquake risk. Learn more about how agents can help their policyholders manage earthquake risk in this blog. California’s insurance market — and its geography — have been shaped by earthquakes over time.

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Agents Risk Broker-Agent Policyholder 40

American Agents Alliance

OCTOBER 18, 2024

Tough insurance markets make managing the industry a challenge for independent agents and brokers. Read on to learn more about how agents and brokers can best manage tough insurance markets. Agents should learn about and stay updated on changes to compliance and regulations.

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Agents Broker-Agent Policyholder Broker 40

Property Insurance Centre

JANUARY 27, 2025

Speak with the Freeholder or Managing Agent: Ask for details about the current insurance policy and how costs are allocated. Steps to Take Check the Lease Agreement: This document will outline who is responsible for insuring the building.

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Building Broker-Agent Insurance Insurer 52

Distinguished

OCTOBER 15, 2024

One common question is whether the contractor and the property owner can be named insureds on the same Builder’s Risk policy. The answer lies in both parties’ financial interest in the property and how that impacts the insurance policy’s structure. Property owners may also choose to add Premises Liability coverage to the policy.

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Policy Risk Broker-Agent Liability 52

ProWriters

FEBRUARY 7, 2025

For both of these reasons, artificial intelligence is reshaping cyber security strategiesincluding Cyber Liability policies. No insurance broker or agent today can afford to ignore the presence of artificial intelligence in cyber security. Become a registered ProWriters broker today.

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Cyber Broker-Agent Broker Liability 53

Redbird Agents

SEPTEMBER 4, 2024

Many insurance agents understand the importance of integrating a robust CRM solution into their daily workflows, yet few commit to fully leveraging its capabilities to strengthen the backbone of their business. Better Agency Core Features : Specifically designed for insurance agencies, focusing on policy management and renewal tracking.

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Insurance Industry Insurance Insured Insurer 130

PSM Brokerage

AUGUST 8, 2024

As of July 19, 2024, CMS is blocking agents and brokers from making changes to a consumer’s FFM enrollment unless the agent is already associated with the consumer’s enrollment. This applies to all agent-assisted enrollment applications across all enrollment platforms.

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Broker-Agent Agents Broker Policy 52

Agency MVP

DECEMBER 20, 2021

When it comes to expanding your influence as an insurance agent, referrals are among the most effective and cheap options available. However, sometimes they need a little push to do so, which leaves agents wondering if gifts are the perfect form of incentive. Common referral gifts include gift cards, cash, and event tickets.

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Insurance Agents Insurance Agent Agents Broker-Agent 52

American Agents Alliance

JUNE 24, 2024

With innovations changing the way policyholders buy insurance, interact with their agents, and file a claim, the entire ecosystem looks and feels different than in the past. Utilizing technology to streamline agency operations and processes is a strategy agents and brokers can use to embrace change and use it to their advantage.

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Insurance Agency Broker-Agent Agents Policyholder 52

American Agents Alliance

JANUARY 4, 2025

Establishing strong, trusting policyholder relationships drives long-term success for many agents and brokers. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed. They follow through on recommendations and are likely to follow their agents coverage advice.

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Policyholder Broker-Agent Agents Claim 52

American Agents Alliance

NOVEMBER 17, 2024

These changing environmental risks also bring heightened E&O exposure for independent P&C agents and brokers, particularly as policyholders rely even more on expert advice to guide them through the shifts. Learn more about the impacts of climate change on E&O exposures for P&C agents and brokers.

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Agents Broker-Agent Policyholder Risk 40

American Agents Alliance

NOVEMBER 15, 2024

Developing and maintaining strong, trusting carrier relationships is essential for an independent agent or broker. Collaborative partnerships with carriers improve service for policyholders, enhance an agency’s growth potential, and provide learning opportunities for agents. Proactively solve problems alongside carrier partners.

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Building Agents Broker-Agent Policyholder 40

American Agents Alliance

JANUARY 11, 2025

As stories of resilience and courage emerge and the fires are contained, agents and brokers provide critical insurance support for policyholders. Agents are critical in educating policyholders to help close the coverage gap and ensure those at high risk have sufficient insurance protection.

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Insurance Industry Risk Broker-Agent Policyholder 52

American Agents Alliance

OCTOBER 14, 2024

Understanding millennial insurance buyers and their motivations is critical for agents and brokers selling to this demographic. How to Sell to Millennial Insurance Buyers Here are some ways agents and brokers can find success when selling insurance to millennials: Understand the preferences and buying behaviors of millennials.

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Agents Broker-Agent Policyholder Insurance 40

Smart Insurance Agents

OCTOBER 16, 2024

A medical health insurance broker helps you choose the best health insurance plan tailored to your needs. Unlike agents tied to one insurer, brokers work with multiple companies to give you unbiased options. This article will explain how brokers operate, the benefits of using one, and how to find the right broker for you.

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Insurance Broker Broker Broker-Agent Out-Of-Pocket Expense 52

Majesco

SEPTEMBER 26, 2024

Traditional agent-based models remain dominant but are making room for new channels from direct-to-customer to marketplaces, MGAs, affinity, embedded, and more. At the same time, consolidation of agencies and brokers continues, creating a shift in power and expectation of “ease of doing business” with insurers. times greater.

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Broker-Agent Agents Insurance Insurer 73

Jackson & Jackson

NOVEMBER 16, 2024

Ensuring your business has the right insurance policies is not just a smart decision—it’s essential for long-term success. Here are the top 6 insurance policies every IT business in California should have to safeguard their operations. This policy covers medical expenses and lost wages if an employee gets injured or sick while working.

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Insurance Policy Policy General Liability Workers Compensation Insurance 52

AMAXX

JANUARY 13, 2025

Insurance Company: The Risk Bearer Often referred to as the underwriter, insurer, or carrier, the insurance company provides the workers’ compensation policy and assumes the employers risk. Brokers and Agents: Employer Advocates Brokers serve as intermediaries between employers and insurance companies.

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Workers Compensation Compensation Workers Comp Broker-Agent 98

American Agents Alliance

JULY 12, 2024

Independent agents and brokers can differentiate their services by providing exceptional customer service. This can help agents to find new customers, but often more importantly, providing great service aids in customer retention. Offer them added value, like annual policy reviews or quotes from other carriers at renewal.

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Broker-Agent Policyholder Agents Broker 52

Healthinsurance.org

OCTOBER 16, 2024

From late 2018 through August 2024, federal rules permitted the sale of short-term health policies with total durations of up to three years. If your current short-term policy is scheduled to terminate at some point in 2025, you will not be able to purchase another longer duration short-term policy at that point.

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