As I suggested my readers do in my last post, I have been giving some thought to my performance this year, especially with respect to this blog. It has been a very busy year for me and that, as well as my natural inertia, has contributed to a significant drop off in the number of […]
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Is Your Agency’s Culture What You Want It To Be?
Every agency has a culture, a way of doing business and interacting with its customers, whether intended or not. As the end of the year approaches and planning for the new year is underway, it’s a good time for an agency’s owners to think about their agency’s culture and decide if it’s what they want […]
Read more...Do I Have to Give My Employees Time Off to Vote?
Due to my travel schedule and client demands, I have not kept up with my goal of making a post to this blog at least once a week. Beginning today, I hope to get back on that schedule. In light of the intense interest in this year’s elections, I thought it would be a good […]
Read more...Surplus Lines Policies – Are You Doing Your Due Diligence?
I received an e-mail recently from a client complaining about the forms he was being asked to complete by brokers through whom he had placed surplus lines policies. Those forms asked him to name the admitted insurance companies from whom he had tried to obtain the insurance coverage sought before obtaining the surplus lines policy […]
Read more...Federal Tax Reform – Traps for the Unwary
Last week, I listened to a webinar about the effect of the 2017 tax reform legislation on independent insurance agents. It was put on by the Independent Insurance Agents and Brokers of America and contained a lot of useful information (click here to see the slides from the webinar). The focus of the webinar […]
Read more...Notes from Nashville – Millennials
Last week’s post was about the presentations of two of the well known speakers at my client’s conference event in Nashville. They were good, but the one I found to be the most interesting was given by a person I had not heard of before. Antonio Canas is the founder of “Insurance Nerds“, which is […]
Read more...Notes from Nashville
I hope your Labor Day weekend was a safe and enjoyable one. It capped off a busy month for me in terms of travel and time out of the office. I finished up my travels in August by spending a few days in Nashville at a conference put on by one of my clients. In […]
Read more...Policy Information Disclosure – What Are The Rules?
A recent caller to the Free Legal Service Program that I operate for members of the Independent Insurance Agents of Georgia asked a question I had heard several times before with slight variations. The essence of the question is whether an insurance agent can disclose information about a customer’s insurance policy to a third party, […]
Read more...Website Privacy Notices – An Update
Almost three years ago, I wrote a post titled, “Must an Agency Website Contain a Privacy Statement?“. My conclusion was that such a statement was required only if the website could be used to collect “nonpublic personal information” about someone who visited it. This would be the case, for example, if a potential customer […]
Read more...New Laws – Part 2
In my last post, I talked about the hands free, or distracted driving, law that took effect on July 1, 2018. That law was probably the most widely publicized new law passed by this year’s General Assembly and for good reason. However, there was another new law specifically affecting the sale of health insurance that […]
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