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How to Complete the Acord 126 for Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is the ACORD 126 Form? As you embark on your insurance career, it’s important to get comfortable with the applications found in your Agency Management System (AMS). Below, you’ll learn more about the ACORD application you’ll use regularly to manage client data, including the essential ACORD 126 form. ACORD forms are widely accepted documents […]
ACORD 163 Form: Your Guide to Commercial Auto Insurance
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 163 Form? As you begin a career in insurance, it’s vital to become familiar with the applications used in your Agency Management System (AMS). Below, you’ll find more details about the tools you’ll use every day to manage applicant information, including the driver schedule app for commercial auto insurance. The ACORD […]
Commercial Auto Symbols Explained: A Complete Guide
Agency Staff Articles, Coverage Article
The Complete Guide to Commercial Auto Symbols A central aspect of this coverage is recognizing the commercial auto symbols in policy language. Commercial auto insurance plays a vital role in risk management for businesses that rely on vehicles. These symbols, sometimes referred to as covered auto designation symbols, clarify which types of vehicles are covered […]
CG 20 10 Explained: Additional Insured Status for Ongoing Operations
Agency Staff Articles, Coverage Article
Understanding the CG 20 10 for Ongoing Operations Many insurance professionals who manage Commercial General Liability (GCL) policies see requests to add the CG 2010 form, also recognized as the ongoing endorsement form. This ISO CG 20 10 extends additional coverage to a named entity for ongoing operations carried out by the named insured. What […]
How to Complete the ACORD 129 Form
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training
What is an ACORD 129? As you begin a career in insurance, it’s crucial to familiarize yourself with the applications used in the Agency Management System (AMS). This article will delve into the details of the ACORD forms you’ll be using daily to manage client information, with a special emphasis on the ACORD 129 form […]
CG 20 37: Additional Insured for Completed Operations
Agency Staff Articles, Coverage Article
CG 20 37 Explained: Additional Insured Status for Completed Operations The CG 20 37, particularly the latest version CG 20 37 12/19, is a crucial additional insured endorsement form often requested by project owners and general contractors in the insurance industry. This CG 20 37 endorsement, part of the family of additional insured forms developed […]
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Agency Staff Articles
Introduction to Differences Between a Self-Insured Retention and a Deductible When working with clients seeking business insurance solutions, one of the most critical yet misunderstood concepts involves the distinction between self-insured retention and traditional deductibles. These risk retention mechanisms appear similar on the surface, but their operational differences can significantly impact your client’s financial exposure, […]
What to Do When a System Conversion Fails to Go as Planned
Agency Staff Articles, Helpful Tips: For Employees
In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered during an agency management system conversion. They also share thoughts on how a new employee can create the resources they need that will set them up for success in their role. Beverage: Haley’s Sangria Part 1: How can […]
Finding the Balance Between New Business and Quote-to-Bind Ratio for Producers
Agency Staff Articles, Helpful Tips: For Employees
The Independent Agent podcast gets romantic! Learn about office romances and how to manage pressure from management as a producer in an insurance agency from your favorite brothers. Part 1: An office romance at off-site team building activity Intermission: Justin tries Veuve Clicquot Champagne Part 2: A producer is getting pressure from the agency owner […]
How Do Agencies Continue to Find Prospects When Traditional Methods Won’t Work?
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan give advice on new ways producers can reach their ideal candidate when the conventional ways of meeting them are no longer an option. They also share some thoughts on how agencies can regain control of problematic agency bill balances. Beverage – Mike’s Harder Green Apple Part 1: What are […]