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Home » Archives for James » Page 5

Create a System for Documentation

Posted February 26, 2015 by James Leave a Comment

The saying, “Less is More,” can apply to clutter, junk food and sometimes writing but it does NOT apply to your clients’ files. Ever. Technology has given us so many ways to communicate - emails, texts, voice messages - that documenting client interactions and decisions is not as easy as it was in the days of simple face-to-face meetings and follow-up phone calls. But taking the time to create a system that everyone in your office must follow saves time and headaches down the road. Such a … [Read more...]

Filed Under: E & O Insurance

OMG Don’t Talk Like this with Older Adults

Posted February 17, 2015 by James Leave a Comment

Actually don't talk to any client like that, really. Using inappropriate language, trendy slang and texting abbreviations such as IMO (in my opinion) instantly mark you as unprofessional. With poor communication a top source of E&O claims, sloppy language, in verbal or written form, also becomes a potential liability. Avoid Ageism in Your Communications Clear communication is important with all clients and transactions, and successful Health and Life insurance agents are mindful of … [Read more...]

Filed Under: E & O Insurance

E&O Claim Scenario: The Vanishing Premium

Posted February 9, 2015 by James Leave a Comment

We think that every industry can help improve the service that the client receives by sharpening the skills of the professionals who do the work on a daily basis. This is the first in a series for Life and Health Insurance Agents that we will be posting that looks in depth at Errors and Omissions claim scenarios An E&O Case Study Here's the setup: A 61-year-old client has an insurance policy with a death benefit of $500,000 and a cash surrender value of $250,000. This older policy will … [Read more...]

Filed Under: E & O Insurance, E&O Claim Scenarios

3 Top Sources of E&O Complaints

Posted January 21, 2015 by James Leave a Comment

If you've been in business more than a year or two you know people file lawsuits over the darndest things. They don’t usually win but that doesn't stop some folks from trying, and you still spend time and money defending your business and professional reputation. Among insurance agents, General Liability and Property and Casualty professionals typically see more Errors and Omissions claims. But Life and Health Agents face similar risks, and the top sources of professional liability complaints … [Read more...]

Filed Under: E & O Insurance

Direct E&O Offering Drives New Joint Venture

Posted January 21, 2015 by James Leave a Comment

Get Insured 24/7 and Aspen U.S. Insurance have joined forces to answer a growing need for direct online E&O coverage options for small business professionals. Financial Services Professionals, initially Life and Health Insurance agents, can “point, click and bind” affordable professional liability insurance online after answering five short qualifying questions. Get Insured 24/7 will add Errors and Omissions Insurance for IT professionals, bookkeepers, tax preparers and other practice … [Read more...]

Filed Under: E & O Insurance

Resolved: Note E&O Renewal, Licensing Dates

Posted January 12, 2015 by James Leave a Comment

Is your paperwork in order? Do you know when your Errors and Omissions insurance expires? Do you know what CIUs you need and when to renew your professional license? If you can’t answer a convincing, “Heck, Yes!” to all those questions, a few organizational moments are in order. Get Your E&O Insurance Paperwork In Order   Start with renewal dates for your professional license and professional liability insurance. Once you have them in your calendar, back up two months. Aim … [Read more...]

Filed Under: E & O Insurance

More Small Businesses Want Direct Online E&O Coverage

Posted January 5, 2015 by James Leave a Comment

Small business owners wanting to buy business insurance online have been at a disadvantage. Many business insurance websites invite shoppers to buy coverage but instead provide quotes and connection to an agency or broker. One-stop, direct sales of insurance products for small businesses has been limited. Services Are Going Online That is changing, and at Get Insured 24/7 we’re excited to on the forefront of a trend that makes life - and business - easier for you. Here Life and Health … [Read more...]

Filed Under: E & O Insurance

E and O Coverage Lapse Can Create Expensive Gap

Posted December 29, 2014 by James Leave a Comment

Forgetting to timely pay a credit card bill means a fee, a possible interest rate hike,  jump in the card’s interest rate, and, if you make a habit of it, a drop in your credit rating. Forgetting to renew your insurance agent professional liability coverage can have more serious - and expensive consequences. A gap in coverage, even a short one, greatly increases your risk and financial exposure. It also means when getting a new Errors and Omissions policy, you’ll pay more for it. Most … [Read more...]

Filed Under: E & O Insurance

How to Avoid Errors & Omissions Claims – Part 2

Posted November 24, 2014 by James Leave a Comment

In a perfect world, professionals like you wouldn't need E and O insurance. All transactions would unfold without a glitch, all clients would be happy and we wouldn't even need regulatory bodies because people just did what they should. All the time. We don’t know where that world is. We do know mistakes happen because people are not perfect. We also know that following some common-sense rules in how you conduct business will minimize the chance you’ll be hit with an Errors and Omissions … [Read more...]

Filed Under: E & O Insurance

How to Avoid Errors & Omissions Claims – Part 1

Posted November 17, 2014 by James Leave a Comment

Having Errors & Omissions coverage protects you when claims are filed, but you can take steps to reduce the likelihood that claims will be filed in the first place. We’ve assembled some tips to help prevent a professional liability claim. The first five in part 1 are about direct client interaction. In part 2 there are five additional tips on avoiding an E and O claim that are about general business practices or professional standards. 1. Fact-Find First Take time at the outset to get a … [Read more...]

Filed Under: E & O Insurance

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