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, 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 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?

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 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 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 February 2024 edition of Primary Agent magazine. 

This month's article is entitled: WHO NEEDS AN UMBRELLA POLICY?
Written by Bill Wilson.