GuidesAgency Staff Articles
How to Complete the ACORD Cancellation Form - ACORD 35
A field-by-field guide to the ACORD cancellation form: dates, reason, method of cancellation, return premium, signatures, and the mistakes that delay a refund.
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74 results in Agency Staff Articles · page 2 of 4
GuidesAgency Staff Articles
How to Complete the ACORD Statement of No Loss Form (ACORD 37)
How to complete the ACORD 37 statement of no loss for a policy reinstatement after a lapse, what each section asks for, and the mistakes that create E&O risk.
BlogAgency Staff Articles
What Is a Blanket Insurance Policy? An In-Depth Overview
Learn how a Blanket insurance policy covers multiple assets under a single plan. Gain insights on features and best practices for strong protection.
BlogAgency Staff Articles
What's the Difference Between DP1 and DP3 Policies?
DP1 vs DP3 compared: covered perils, actual cash value vs replacement cost, fair rental value, vacancy limits, and which dwelling form fits a rental property.
BlogAgency Staff Articles
What Is the Duty to Defend in Insurance?
Learn how Duty to Defend insurance affects legal defense coverage. Gain insights on obligations and strategies for better protection.
GuidesAgency Staff Articles
How to Complete the ACORD 140 for Commercial Property Insurance
A field-by-field guide to the ACORD 140 property section: premises, coverages, construction, protection, interests, and signatures.
GuidesAgency Staff Articles
How to Complete the ACORD 127 for Commercial Auto Insurance
A section-by-section guide to the ACORD 127 business auto section: drivers, vehicles, coverages, additional interests, and the forms that go with it.
GuidesAgency Staff Articles
How to Complete the ACORD 25 Certificate of Liability
A field-by-field guide to the ACORD 25 for CSRs and account managers: what goes in each box, what the certificate cannot do, and mistakes to catch.
BlogAgency Owner Articles
What Is CISR? CISR Designation Courses, Exams and Why It Matters
How the CISR designation works: the nine courses, the five-course rule, final exam and proctor rules, annual updates, membership dues and CISR Elite.
BlogAgency Staff Articles
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
What an insurance account manager does, the skills the job takes, how it differs from an account executive, and how the career path grows.
BlogAgency Owner Articles
Understanding the CG 2404 Endorsement
How the CG 2404 endorsement waives a CGL insurer's subrogation rights, which contracts require it, and what agents should check before adding it.
GuidesAgency Staff Articles
How to Complete the ACORD 130 for Insurance: Step-by-Step Guide + Fillable Form
A step-by-step guide to the ACORD 130 workers' compensation application: applicant details, rating worksheet, experience mod, loss history, and state forms.
GuidesAgency Staff Articles
How to Complete the ACORD 125
A section-by-section guide to the ACORD 125 commercial application: what to gather, what each section asks, and which ACORD forms go with it.
GuidesAgency Staff Articles
How to Complete the ACORD 126 for Insurance
A section-by-section guide to the ACORD 126 Commercial General Liability Section: limits, schedule of hazards, claims-made, contractors, and products questions.
GuidesAgency Staff Articles
ACORD 163 Form: Your Guide to Commercial Auto Insurance
Learn how the ACORD 163 simplifies commercial auto driver info. Discover key tips, streamline your process, and start mastering ACORD 163 today!
BlogAgency Staff Articles
Commercial Auto Symbols Explained: A Complete Guide
What each ISO business auto symbol covers, how symbols differ by coverage, and how to choose them so a client's vehicles do not fall into coverage gaps.
BlogAgency Staff Articles
CG 20 10 Explained: Additional Insured Status for Ongoing Operations
What the CG 20 10 endorsement covers, how each edition changed it, and what to check against the contract before you issue a certificate.
GuidesAgency Staff Articles
How to Complete the ACORD 129 Form
Learn what goes on the ACORD 129 vehicle schedule, how it works with the ACORD 127, and how to avoid the errors that slow a commercial auto quote.
BlogAgency Staff Articles
CG 20 37: Additional Insured for Completed Operations
How the CG 20 37 endorsement gives additional insured status after a project ends, how it differs from CG 20 10, and what to check before you issue a certificate.
GuidesAgency Staff Articles
How to Complete the ACORD 27: Certificate of Insurance
How to complete the ACORD 27 evidence of property insurance section by section, when to use it instead of the ACORD 25 or 28, and common errors to avoid.
PodcastsAgency Staff Articles
What to Do When a System Conversion Fails to Go as Planned
When an insurance agency's system conversion doesn't go as planned, it's crucial to address the issues promptly. Implementing a structured response plan, including data validation, staff training, and vendor collaboration, can help mitigate risks and ensure a smoother transition.
PodcastsAgency Staff Articles
Balancing New Business and Quote-to-Bind Ratio
https://totalcsr.com/insurance-agency-blog/a-producer-tries-to-find-the-balance-between-new-business-activity-and-quote-to-bind-ratio/
PodcastsAgency Staff Articles
Finding Prospects When Traditional Methods Fail
Explore innovative prospecting strategies for insurance agencies beyond traditional methods. Learn how to leverage digital tools, partnerships, and niche marketing to effectively find new clients.
PodcastsAgency Staff Articles
How to Convince Your Agency for a Bigger Marketing Budget?
Learn how to effectively advocate for a larger marketing budget in your insurance agency. This guide offers strategies to present data-driven arguments and align marketing goals with business objectives.
