article thumbnail

Markets/Coverages: Cyber Portfolio Quoting for US Brokers From CFC; New DUAL Fine Art Coverage Capacity; Falcon Risk’s Pro Liability for Agents, Brokers

Insurance Journal

CFC Launches Cyber Portfolio Quoting for American Brokers CFC said it has launched a new service to automate quoting for up to thousands of policies. Initially available for CFC’s cyber products, US brokers can now bulk quote their entire book …

Broker 147
article thumbnail

Renewal Certificate Endorsement For CPL and CPPL Policies

Distinguished

Distinguished offers a Renewal Certificate Endorsement , now available for eligible Contractor’s Pollution Legal Liability Plus (CPL) and Contractor’s Pollution & Professional Legal Liability Plus (CPPL) policies. Property and Liability products are distributed through a national network of agents and brokers.

Policy 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Essential Leadership Skills for Agents and Brokers

American Agents Alliance

Independent agents and brokers must balance selling and service insurance policies with running an agency. Essential Leadership Skills for Independent Agents and Brokers Independent agents and brokers wear many hats as they balance the roles of business owners and insurance advisors.

article thumbnail

Helping Clients Navigate Marketplace Open Enrollment | Solstiuce

Solstice Insurance Broker

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.

Broker 100
article thumbnail

The Ethics of Cross-Selling for Insurance Agents and Brokers

American Agents Alliance

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.

article thumbnail

Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

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.

article thumbnail

How AI is Changing E&O Risks for Agents and Brokers

American Agents Alliance

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.