Insurance Agents & Brokers (IA&B): Recent Episodes
IA&B
Official podcast of the Insurance Agents & Brokers (IA&B) association, the premier resource and champion for independent insurance agents in PA, MD, and DE.
Audio version of the Coverage Corner column from IA&B's August 2026 edition of Primary Agent magazine.
This month's article is entitled: RENTAL CARS REVISITED … AGAIN
By Bill Wilson
Audio version of Claire-ification from IA&B's August 2026 edition of Primary Agent magazine. This month's question is:
Is it true that I need to set up my premium accounts a certain way with the bank
to get more FDIC protection? If so, how?
Audio version of the feature article from IA&B's August 2026 issue of Primary Agent magazine entitled: Insurance Agency M&A Environment: TWO TRUTHS AND A LIE
The team from IA Valuations clears up some misconceptions triggered by the massive number of mergers and acquisitions in the independent agency system over the past decade.
Audio version of the Coverage Corner column from IA&B's July 2026 edition of Primary Agent magazine.
Spoilage – How Does Commercial Property Coverage Apply?
By Cathy Trischan
Audio version of Claire-ification, a column from IA&B's July 2026 edition of Primary Agent magazine.
This month's question is:
One of our producers got her Life & Health (L&H) license and is the first agent at our agency to hold that line. How can we offer L&H products as an agency?
Audio version of the feature article from IA&B's July 2026 issue of Primary Agent magazine entitled:
What We Learned in a Room with Hinkle Insurance: Why Independent Agencies May Be Sitting on Their Greatest Growth Opportunity
By Chris Kurtz, Founder, The Mediatwist Group
Read a marketing and media agency owner's takeaways after conducting a workshop with IA&B Member Agency Hinkle Insurance.
Heather Ulrich, IA&B’s Director of Career Services, sits down with Corey Donovan and Idy Iglehart of Maury Donnelly & Parr, Inc. to discuss their experience with the Insuring Careers Certification Program (ICCP). In this episode, they share how the program’s licensing and training curriculum benefits both insurance agencies and new employees, helping build knowledge, confidence, and long-term career success in the industry.
Audio version of the feature article from IA&B's June 2026 issue of Primary Agent magazine entitled:
MULTIGENERATIONAL TALENT: The Competitive Advantage Hiding in Plain Sight
The insurance workforce is changing. Learn how to gain an advantage by adapting your hiring model and introducing elastic hiring.
Audio version of Don's Discussion, a column from IA&B's June 2026 edition of Primary Agent magazine.
This month's question is:
Is it OK if my employees sign applications and related documents on behalf of our insureds?
Audio version of the Coverage Corner column from IA&B's June 2026 edition of Primary Agent magazine.
Claims … To Report or Not to Report?
By Bill Wilson
Audio version of the feature article from IA&B's May 2026 issue of Primary Agent magazine entitled:
We’ve Got You (HR) Covered:
Human Resources Tools for IA&B Members
Audio version of Claire-ification, a column from IA&B's May 2026 edition of Primary Agent magazine.
This month's question is:
While transitioning paper files from a purchased agency into our management system, I discovered some in-force policies without signed applications. How should I handle this?
Audio version of the Coverage Corner column from IA&B's May 2026 edition of Primary Agent magazine.
Drones - Where is the Coverage for Your Commercial Insureds?
By Cathy Trischan
Audio version of Claire-ification, a column from IA&B's April 2026 edition of Primary Agent magazine.
This month's question is:
A carrier accepting Personal Lines ACORD applications told our producers that they did not need to fill out the complete application. Is there an E&O exposure if we have the customer sign the app without completing all the fields?
Audio version of the Coverage Corner column from IA&B's April 2026 edition of Primary Agent magazine.
The War Exclusion Revisited – Cyber Warfare
By Cathy Trischan
Audio version of Claire-ification, a column from IA&B's March 2026 edition of Primary Agent magazine.
This month's question is: Is it a best practice to ask our construction clients if they signed any contracts during the last year at each renewal, or throughout the year? And if a client asks us to review a contract, should we do it?
Audio version of the feature article from IA&B's March 2026 issue of Primary Agent magazine entitled: Building a Cybersecurity Culture in Your Agency
Cybersecurity is everyone’s responsibility. Learn how to build a strong cybersecurity culture that ensures every agency employee understands the risks, follows safe practices, and helps protect the organization’s most valuable data.
Audio version of the Coverage Corner column from IA&B's March 2026 edition of Primary Agent magazine.
The Potentially Catastrophic Invisible Homeowners’ Exclusion
By Bill Wilson
Audio version of Claire-ification, a column from IA&B's February 2026 edition of Primary Agent magazine.
Audio version of the Coverage Corner column from IA&B's February 2026 edition of Primary Agent magazine.
This month's article is entitled: Insuring Teenagers and Their Autos
By Bill Wilson
Audio version of a feature article from IA&B's February 2026 issue of Primary Agent magazine entitled: LESSONS LEARNED IN AGENCY RECRUITMENT
Leadership at Diversified Insurance Industries share what worked – and didn’t work – to recruit young talent at their agency.
Audio version of a feature article from IA&B's February 2026 issue of Primary Agent magazine entitled: AGENCY INTERNSHIPS 101
Gain insights from an agency internship coordinator. Plus, learn how IA&B’s guidebook can take the guesswork out of creating an internship program.
Audio version of the Claire-ification column from IA&B's January 2026 edition of Primary Agent magazine.
This month's question is: Since service line was made available in the market, we always quote it to new business. What about our existing book, with policies that were written before the coverage was available? Is this an E&O exposure? How can we sell it to our existing customers?
Audio version of an education article from IA&B's January 2026 issue of Primary Agent magazine entitled: Resolve to Advance Your Career in 2026: INVEST IN AN INSURANCE DESIGNATION
Audio version of the feature article from IA&B's January 2026 issue of Primary Agent magazine entitled: Personal Lines: More E&O Exposure Than You Think
Written by: Curtis M. Pearsall, CPCU, AIAF, CPIA is President – Pearsall Associates, Inc., and Special Consultant to the Utica National E&O Program.
Audio version of the Coverage Corner column from IA&B's January 2026 edition of Primary Agent magazine.
This month's article is entitled: RING IN THE NEW YEAR WITH NEW CGL EXCLUSIONS
By Cathy Trischan
Audio version of the Don's Discussion column from IA&B's December 2025 edition of Primary Agent magazine.
This month's question is: Is there an age at which licensed producers become totally exempt from the requirement to take continuing education (CE) in order to renew their license?
Audio version of the Coverage Corner column from IA&B's December 2025 edition of Primary Agent magazine.
This month's article is entitled: Homeowners Policy Wear and Tear and Mechanical Breakdown Claim Denials
By Bill Wilson
Audio version of the Coverage Corner column from IA&B's November 2025 edition of Primary Agent magazine.
This month's article is entitled: FIVE CGL ENDORSEMENTS YOUR CONTRACTOR CLIENTS WILL BE THANKFUL FOR
By Cathy Trischan
Audio version of the Claire-ification column from IA&B's November 2025 edition of Primary Agent magazine.
This month's question is: When a risk is on the Export list, who files – the Surplus Lines broker or the retail producer?
Audio version of the feature article from IA&B's October 2025 issue of Primary Agent magazine entitled: MARIJUANA IN THE WORKPLACE: Clearing Away (at Least Some of) the Confusion
IA&B HR Consultant Karen DiGioia, of Herbein + Company Inc., updates employer guidance in response to rapidly changing state laws.
Audio version of the Don's Discussion, a bimonthly column from IA&B's October 2025 edition of Primary Agent magazine.
The question for this month is: A bank extending a loan to one of my commercial accounts strong-armed the customer into also switching his insurance to them. Is this permissible?
Audio version of the Coverage Corner column from IA&B's October 2025 edition of Primary Agent magazine.
This month's article is entitled: AUTO POLICY WEAR AND TEAR AND
MECHANICAL BREAKDOWN CLAIM DENIALS
Audio version of the feature article from IA&B's September 2025 issue of Primary Agent magazine entitled A Look at the Latest Legislation Impacting Independent Agents
IA&B Government Affairs Director John Savant shares our organization’s key advocacy efforts which are shaping the landscape for independent agents in Pennsylvania, Maryland, and Delaware.
Audio version of the Claire-ification column from IA&B's September 2025 edition of Primary Agent magazine.
This month's question is: Can I license a remote worker living abroad through a vendor?
Audio version of the Coverage Corner column from IA&B's September 2025 edition of Primary Agent magazine.
This month's article is entitled: PARAMETRIC INSURANCE: WHAT IS IT AND HOW CAN IT HELP YOUR CLIENT?
Audio version of Don's Discussion column from IA&B's August 2025 edition of Primary Agent magazine.
The question for this month is: Are there steps we can take to mitigate our website-related E&O exposures?
Audio version of the Coverage Corner column from IA&B's August 2025 edition of Primary Agent magazine.
This month's article is entitled: THE MOST OVERLOOKED RENTERS’
INSURANCE COVERAGE
Audio version of the feature article from IA&B's August 2025 issue of Primary Agent magazine entitled 6 Key Factors That Impact Insurance
Agency Valuations
The IA Valuations Team shares the risk factors that influence agency valuations and how agency owners can improve the value of their operation and ensure a smooth transition.
Audio version of the feature article from IA&B's July 2025 issue of Primary Agent magazine entitled HOW TO BUILD AN AGENT SWARM (Without Breaking the Bank)
Written by CyberFin’s Daniel Metcalf, who shares strategies for building task automation at your agency – without draining the budget.
Audio version of the Claire-ification column from IA&B's July 2025 edition of Primary Agent magazine.
This month's question is: We’re receiving requests again from banks to provide a Replacement Cost Estimator (RCE) for homes when clients apply for a loan. Can we refuse to share the RCE?
Audio version of the Coverage Corner column from IA&B's July 2025 edition of Primary Agent magazine.
This month's article is entitled: BEWARE! PROTECTIVE SAFEGUARDS ENDORSEMENTS
By Cathy Trischan
Audio version of the Coverage Corner column from IA&B's June 2025 edition of Primary Agent magazine.
SWIMMING POOL COLLAPSE
By Bill Wilson
Audio version of Don's Discussion column from IA&B's June 2025 edition of Primary Agent magazine.
The question for this month is: Could utilizing translation and interpreting services enhance our agency’s business opportunities?
Audio version of the feature article from IA&B's June 2025 issue of Primary Agent magazine entitled Blind Hiring: A Key to Top Performance
Diverse teams drive business success. Read this article to learn how blind hiring can be used to
develop a diverse talent pipeline.
Audio version of the Coverage Corner column from IA&B's May 2025 edition of Primary Agent magazine.
CLAIMS MADE POLICIES – A DEEPER DIVE
By Cathy Trischan
Audio version of the feature article from IA&B's May 2025 issue of Primary Agent magazine entitled EMPLOYEE RETENTION: Dream? Or Nightmare?
Good employees are hard to find. In this article, IA&B HR Consultant Karen DiGioia discusses six keys to retaining them.
Audio version of the Claire-ification column from IA&B's May 2025 edition of Primary Agent magazine.
I’m shopping for a new agency management system and a new phone system. Is there
benchmarking information or a comparative tool on insurance tech products for agencies?
Audio version of the feature article from IA&B's April 2025 issue of Primary Agent magazine entitled Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions
Today’s insurance agency owners can transform their businesses by embracing data-driven management. With the right tools and mindset, you can gain unparalleled insights into your agency’s performance, make smarter decisions, and achieve greater success.
Audio version of the Don's Discussion column from IA&B's April 2025 edition of Primary Agent magazine.
The question for this month is: Is “restrictive covenant” language, such as a “non-compete” and/or “non-piracy” provision, enforceable in employment agreements?
Audio version of the Coverage Corner column from IA&B's April 2025 edition of Primary Agent magazine.
Debris Removal and Underinsurance
By Bill Wilson
Audio version of the Claire-ification column from IA&B's March 2025 edition of Primary Agent magazine.
Our agency’s phone system can record phone conversations. There is a message for incoming calls that the conversation may be recorded. Is there a requirement for outgoing calls also?
Audio version of the Coverage Corner column from IA&B's March 2025 edition of Primary Agent magazine.
Claims Made Policies – As Easy as 1, 2, 3
By Cathy Trischan
Audio version of the Claire-ification column from IA&B's February 2025 edition of Primary Agent magazine.
The question for this month is: When a customer leaves, what are the legal requirements for continuing access to policy documents through a company portal?
Audio version of the feature article from IA&B's February 2025 issue of Primary Agent magazine entitled Introducing An Intern Guide for Insurance Agencies.
Contemplating bringing on an intern? Then learn how IA&B’s recently released guidebook can help take the guesswork out of the process.
Audio version of the Coverage Corner column from IA&B's February 2025 edition of Primary Agent magazine.
DOES A PERSONAL AUTO POLICY COVER FOOD DELIVERY?
By Bill Wilson
Audio version of the feature article from IA&B's January 2025 issue of Primary Agent magazine entitled From Client to Courtroom: The Impact of Nuclear Verdicts
The rise of “nuclear verdicts” has profound implications for the insurance industry. Peter Kampf, of MarshBerry, breaks down the impacts and how insurance producers can position their agencies and clients.
Audio version of the Coverage Corner column from IA&B's January 2025 edition of Primary Agent magazine.
THIRD PARTY LIABILITY - Why Every Business Needs Employment Practices Liability Coverage
By Cathy Trischan
Audio version of the Don's Discussion column from IA&B's January 2025 edition of Primary Agent magazine.
The question for this month is: My commercial insured has a $3 million limit on an umbrella policy, but wants me to show only a $1 million limit on a certificate of insurance (COI). Is there anything wrong with doing that?
Audio version of the Coverage Corner column from IA&B's December 2024 edition of Primary Agent magazine.
Property Damage to Rented Premises
Logic & Language and Forms & Facts
By: Bill Wilson
Audio version of the Claire-ification column from IA&B's December 2024 edition of Primary Agent magazine.
The question for this month is: One of our producers doesn’t want to deliver the policy to customers because it makes it easier for them to provide a copy to another agent. What can I tell him?
Audio version of the Coverage Corner column from IA&B's November 2024 edition of Primary Agent magazine.
This month's article is entitled: THE CGL ENDORSEMENT TO BE THANKFUL YOU DON’T HAVE!
By Cathy Trischan
Audio version of the Don's Discussion column from IA&B's November 2024 edition of Primary Agent magazine.
The question for this month is: Can carriers use telematics data collected from insureds for purposes of claims investigation and settlement?
Audio version of the Claire-ification column from IA&B's August 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: Blanket Additional Insured Endorsement: Does the agency have a responsibility to ask the insured if they have a written agreement requiring the holder to be listed as an AI?
Audio version of the feature article from IA&B's October 2024 issue of Primary Agent magazine entitled INSURING CAREERS CERTIFICATION PROGRAM
IA&B is committed to finding and preparing the next generation of insurance professionals through this new program, which will launch in January 2025.
Audio version of a special column featuring a member agent from IA&B's October 2024 edition of Primary Agent magazine. It is entitled: MEET MADDY SCHWENK
Learn how Maddy Schwenk, of Gerhart, Hartman & Ritner, went from agency intern to licensed agent, thanks in part to an IA&B education scholarship.
Audio version of the Coverage Corner column from IA&B's October 2024 edition of Primary Agent magazine.
This month's article is entitled: BACKUP VS. OVERFLOW
By Bill Wilson
Audio version of the feature article from IA&B's September 2024 issue of Primary Agent magazine entitled Elections & PAC: What’s at Stake for Insurance Agents This November?
IA&B Government Affairs Director John Savant shares how political action committees work and recent successes of AgentPAC.
Audio version of the Don's Discussion column from IA&B's September 2024 edition of Primary Agent magazine.
What effect, if any, does placing a credit freeze have on insureds and prospective insureds if they’re shopping their policies?
Audio version of the Coverage Corner column from IA&B's September 2024 edition of Primary Agent magazine.
This month's article is entitled: CYBER AND DATA – THE BODILY INJURY PROBLEM
By Cathy Trischan
Audio version of the Coverage Corner column from IA&B's August 2024 edition of Primary Agent magazine.
This month's article is entitled: RENTAL CARS REVISITED
By Bill Wilson
Audio version of the Claire-ification column from IA&B's August 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: When cancelling a policy currently with another agent, who should sign and send the ACORD 35 to the carrier?
Audio version of the Don's Discussion column from IA&B's July 2024 edition of Primary Agent magazine.
My prospective employee was convicted of misdemeanor DUI in her late teens. Will this prohibit her from obtaining a producer license?
Audio version of the feature article from IA&B's July 2024 issue of Primary Agent magazine entitled SOCIAL MEDIA IN A RELATIONSHIP BUSINESS
Learn tried and true tips for using digital marketing and social media to develop and grow agency relationships from Daniel Smith, of Market Retrievers.
Audio version of the Coverage Corner column from IA&B's July 2024 edition of Primary Agent magazine.
This month's article is entitled: WHAT’S IN YOUR BUSINESS AUTO TOOLBOX?
Written by: Cathy Trischan
Audio version of the Coverage Corner column from IA&B's June 2024 edition of Primary Agent magazine.
This month's article is entitled: ARE VARMINTS COVERED?
Written by Bill Wilson
Audio version of the Claire-ification column from IA&B's June 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: Can agencies implement a “no cash” policy for walk-in payments?
Karen DiGioia, of Herbein HR Consulting, explains why a diverse workplace is a critical asset for independent agencies.
Audio version of the Don's Discussion column from IA&B's May 2024 edition of Primary Agent magazine.
This month's question: Is an email disclaimer required by law?
Karen DiGioia – of Herbein HR Consulting, IA&B’s contracted human resources firm – looks beyond annual reviews for effective performance management strategies.
Audio version of the Coverage Corner column from IA&B's May 2024 edition of Primary Agent magazine.
This month's article is entitled: HORIZONTAL OR VERTICAL – NOT JUST A
GEOMETRY QUESTION!
Written by Cathy Trischan
Audio version of the feature article from IA&B's April 2024 issue of Primary Agent magazine entitled Maximizing the Power of Data: Leveraging Marketing Technology and the AMS to Enhance Agency Performance.
Audio version of the Coverage Corner column from IA&B's April 2024 edition of Primary Agent magazine.
AUTO POLICY RACING EXCLUSIONS
By Bill Wilson
Audio version of the Don's Discussion column from IA&B's April 2024 edition of Primary Agent magazine.
Is it OK to obtain non-resident licenses only for the agency and one of the owners, even if other resident licensees in our agency also actively produce business in those non-resident states?
Audio version of the Claire-ification column from IA&B's March 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: I discovered a missing UM/UIM form in a file. Is it OK to backdate it to when the selection was effective and ask the customer to sign it?
Audio version of the Coverage Corner column from IA&B's March 2024 edition of Primary Agent magazine.
This month's article is entitled: UNDERSTANDING PROPERTY DEDUCTIBLES TO AVOID SURPRISES AT CLAIM TIME
Written by Cathy Trischan
Audio version of the Coverage Corner column from IA&B's February 2024 edition of Primary Agent magazine.
This month's article is entitled: WHO NEEDS AN UMBRELLA POLICY?
Written by Bill Wilson.
Audio version of the Claire-ification column from IA&B's February 2024 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: What is the difference between AgentPAC and InsurPAC/PIAPAC?
Audio version of the feature article from IA&B's January 2024 issue of Primary Agent magazine entitled Exercise Caution When Using the E&S Market.
The E&S marketplace plays a vital role in the industry but has different procedures than standard markets. Review seven best practices to reduce your E&O exposure.
Audio version of the Don's Discussion column from IA&B's January 2024 edition of Primary Agent magazine.
If I learn that a previously issued evidence or certificate of insurance has changed, do I have a
duty to provide an updated form?
Audio version of the feature article from IA&B's January 2024 issue of Primary Agent magazine entitled CARRIER RATINGS: HAVE THE NECESSARY PROCESS IN PLACE
The hard insurance market may trigger carrier downgrades and, perhaps, rehabilitation or insolvency scenarios. Curt Pearsall, on behalf of the Utica National E&O Program, shares strategies for your agency to prepare.
Audio version of the Coverage Corner column from IA&B's January 2024 edition of Primary Agent magazine.
This month's article is entitled: CERTIFICATE OF INSURANCE RESOLUTIONS Written by Cathy Trischan.
Audio version of the Coverage Corner column from IA&B's December 2023 edition of Primary Agent magazine.
This month's article is entitled: HOLIDAY PARTIES … ARE YOU COVERED? By Bill Wilson.
Explore personal lines claims that can arise from guests who leave a party or gathering in an inebriated state and injure someone in an auto accident.
Audio version of the Claire-ification column from IA&B's December 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: Can I send a customer his policy in PDF or give him portal access, instead of a paper copy?
Audio version of the feature article from IA&B's November 2023 issue of Primary Agent magazine entitled Career-Advancing CIC Designation by The National Alliance for Insurance Education & Research.
Audio version of the Coverage Corner column from IA&B's November 2023 edition of Primary Agent magazine.
This month's article is entitled: FOREVER CHEMICALS – PFAS & INSURANCE
By Cathy Trischan.
Audio version of the Don's Discussion column from IA&B's November 2023 edition of Primary Agent magazine.
On occasion, lenders demand that I include the phrase “Replacement cost” in the “Remarks”
section of the ACORD 27. Do the ACORD 27 form instructions provide any guidance?
Audio version of the Coverage Corner column from IA&B's October 2023 edition of Primary Agent magazine.
This month's article is entitled: COVERAGE GAPS FOR NON-OWNED AUTOS Written by Bill Wilson.
Audio version of the Claire-ification column from IA&B's October 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: Is the use of signature flags, highlighters or x-marks to identify where the client is supposed to sign an E&O issue?
Audio version of the feature article from IA&B's September 2023 issue of Primary Agent magazine entitled E&O Claim Frequency Is Increasing.
Chris Burand shares six key reasons for the recent increase in E&O claims, plus tips for agencies to mitigate their exposures.
Audio version of the Don's Discussion column from IA&B's September 2023 edition of Primary Agent magazine.
This month's question: One of my insureds incurred a cost he feels is the agency’s fault. While I disagree, I do feel bad and reimbursed the customer $350. Is this OK?
Audio version of the Coverage Corner column from IA&B's September 2023 edition of Primary Agent magazine.
This month's article is entitled: ORDINANCE OR LAW – NOT JUST AN OLD
BUILDING PROBLEM! Written by Cathy Trischan.
Audio version of the feature article from IA&B's August 2023 issue of Primary Agent magazine entitled The Important Role of Due Diligence in M&A Deals.
Jen Martin, of MarshBerry, discusses the importance of the due diligence process in merger and acquisition deals and outlines the top pitfalls that it can uncover.
Audio version of the Claire-ification column from IA&B's August 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: One of our carriers wants to extend the expiration date of the policy. Is that permissible? They are also asking us to look for coverage elsewhere.
Audio version of the Coverage Corner column from IA&B's August 2023 edition of Primary Agent magazine.
This month's article is entitled: KIDS & COLLEGE: LOGIC & LANGUAGE
AND FORMS & FACTS. Bill Wilson explores the adjustments your customers with college-bound children likely need to make to their insurance programs.
Audio version of the feature article from IA&B's July 2023 issue of Primary Agent magazine entitled Growing Your Agency While Giving Back to the Community by Betsy Myatt of Insurance Industry Charitable Foundation.
Audio version of the Don's Discussion column from IA&B's July 2023 edition of Primary Agent magazine.
This month's question: Can our agency use a shredding company to dispose of customer files – including MVRs and other personal information – if the company doesn’t shred on site?
Audio version of the Coverage Corner column from IA&B's July 2023 edition of Primary Agent magazine.
This month's article is entitled: THE CRIMES, THEY ARE A-CHANGIN’
Cathy Trischan explores the latest cybercrimes and how insurance can protect your clients.
Audio version of the Claire-ification column from IA&B's June 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: One of our staff had an altercation at a concert. Can this impact his license?
Audio version of the Coverage Corner column from IA&B's June 2023 edition of Primary Agent magazine.
This month's article is entitled: MORE ABOUT MOWERS. Bill Wilson addresses the issue of liability coverage for the use of riding lawn mowers – particularly for use beyond servicing a residence.
Audio version of the feature article from IA&B's June 2023 issue of Primary Agent magazine. SIMPLIFYING MULTIFACTOR AUTHENTICATION FOR AGENCIES
With cybersecurity top of mind, agency owners must balance operational efficiency and regulatory requirements. Alvito Vaz, of ID Federation, shares the benefits of multifactor authentication (MFA) and ideas for simplifying its adoption.
Audio version of the feature article from IA&B's May 2023 issue of Primary Agent magazine.
This article is entitled EMPLOYEE RETENTION INSIGHTS.
Karen DiGioia, of IA&B’s contracted human resources consulting firm, takes a deep dive into what motivates employees and how employers can keep top performers from “being great for someone else.”
Audio version of the Coverage Corner column from IA&B's May 2023 edition of Primary Agent magazine.
This month's article is entitled: BUILDING REPLACEMENT COSTS – HOW TO PROTECT YOURSELF AND YOUR COMMERCIAL CLIENT.
Audio version of the Don's Discussion column from IA&B's May 2023 edition of Primary Agent magazine.
This month's question: Is there an age at which a licensed producer becomes totally exempt from the requirement to take continuing education (CE) in order to renew their license?
As members head to Washington, DC for the Big I's Legislative Conference, John Savant, IA&B's Government Affairs Director, gives an update on the top five legislative issues affecting the insurance industry at the federal level.
Audio version of the Coverage Corner column from IA&B's April 2023 edition of Primary Agent magazine.
This month's article is entitled: THE ‘ENTIRETY OF CONTRACT’ PRINCIPLE
Audio version of the feature article from IA&B's April 2023 issue of Primary Agent magazine.
This article is entitled LEVERAGE MARKETING AUTOMATION TECHNOLOGY by Michelle Longo of Agency Revolution.
Learn how marketing automation technology can help an agency meet young insurance consumers’ expectations and communications preferences.
Audio version of the Claire-ification column from IA&B's April 2023 edition of Primary Agent magazine.
Claire-ification is a bi-monthly guidance column in Primary Agent magazine. This month's question is: If we want to encourage higher property limits, can we send a letter only to insureds with lower limits, or must we send our letter to everyone?
Audio version of the Don's Discussion column from IA&B's March 2023 edition of Primary Agent magazine.
This month's question: A producer just retired. How can our agency minimize liability related to customers’ continued communications to the former employee’s email account?
Audio version of the Coverage Corner column from IA&B's March 2023 edition of Primary Agent magazine.
This month's article is entitled: Biometrics and Insurance - Where is the Coverage?
Audio version of the feature article "Virtual Assistants: E&O Concerns and Risk Management Tips" written by Bob Porten of Utica. From IA&B's February 2023 edition of Primary Agent magazine.
Audio version of the feature article "A New Breed of Flexibility: The Skills-Based Organization" by Sharon Emek of WAHVE. From IA&B's February 2023 edition of Primary Agent magazine.
Audio version of the Coverage Corner column from IA&B's February 2023 edition of Primary Agent magazine.
Audio version of the Claire-ification column from IA&B's February 2023 edition of Primary Agent magazine.
Links from the article:
Insurance Information Institute (III) - http://www.iii.org/store
Pennsylvania Insurance Department - https://www.insurance.pa.gov
Maryland Insurance Administration - https://insurance.maryland.gov
Delaware Department of Insurance - https://insurance.delaware.gov/information/espanol/
Texas Department of Insurance - https://www.tdi.texas.gov/webinfo/glossaries.html
FEMA - https://www.fema.gov/flood-insurance/outreach-resources/publications
USLI - https://www.usli.com/media/pq0ppjhg/usli-english-spanish-glossary.pdf
Audio version of the Coverage Corner column from IA&B's January 2023 edition of Primary Agent magazine.
Audio version of the Don's Discussion column from IA&B's January 2023 edition of Primary Agent magazine.