When your client suffers a loss and needs to file a small business insurance claim, their claim experience can be made much better by advising them through the following important steps.  Report the loss as soon as possible  Every claim is investigated, even if the cause, circumstances, and damage seem obvious. An investigation helps define […]

Jann Robinson’s insurance career began when she was in sixth grade, addressing mailers for her uncle’s insurance agency. By the time she graduated from college, she was on a fast track to management in the corporate insurance world. Then she took a couple of life’s exciting detours that ultimately brought her back to insurance with an […]

Podcasts are a great tool for learning the ins and outs of most industries. Insurance is no different. Below are five podcasts we think every agent and broker should add to their must-watch list.  We’d be remiss if we didn’t plug our own podcast here. “And I Quote” is designed to share the often-untold stories […]

On the outside, Rob Bowen, owner of Patriotic Insurance Group in Chester, New York, admits he looks a lot like the average insurance agent: “58, pale, and stale.” In this week’s episode of “And I Quote,” Rob illustrates beautifully why you can’t judge a book, or an insurance agent, by its cover.  Like many in […]

Finance is a growing small business category that independent insurance agents can quote with Coterie Insurance—in minutes. To aid your understanding about the insurance needs of small business owners in this category, below are seven risk exposures financial service providers face, from both a property and liability perspective. Fire and Water For financial fiduciaries, property […]

David Brisco, Subrogation Attorney with the California-based law firm, Cozen O’Connor, joins “And I Quote” this week to illustrate how the importance of relationships surges throughout the insurance experience.  When an insured suffers a loss caused by a third party, insurance companies reserve the right to subrogate against the third party. This means they could […]

As an insurance agent, you like know that any employer-sponsored retirement plan may present a liability exposure to lawsuits alleging excessive fees for service. Historically, these lawsuits have been filed against only the largest corporations. In the past three years, smaller retirement plans increasingly are being targeted.  Excessive fee litigation can impact publicly traded companies, […]

Insurance Broker and Social Influencer Brett Fulmer, better known as Broker Brett, and Trevor Hayes from Advantis Insurance Services, join, “And I Quote,” to discuss lessons learned from the radically different ways each builds his professional network.  “There’s no way it doesn’t work out,” Trevor said about the importance of networking. “The network is what […]

Cassidy Arbeli is a Las Vegas-based insurance agency consultant who teaches entrepreneurs how to plan for business growth—and how to make sure that growth is profitable. Cassidy joins “And I Quote” this week to share her successes, mistakes, and the proven strategies she used to build several of her own successful businesses, multiple streams of […]