Sometimes what seem like inconsequential choices can have material impacts on customer relationships. When it comes to selling insurance the last problem anyone wants is a billing problem, this episode provides six considerations related to setting up customer billing and how ensure the best customer experience.

The first episode in a series dedicated to discussing dynamics within the insurance brokerage/agency. Peer to Peer mentorship is critical to success for any insurance professional at any stage of their career. This business is too complicated and too complex to try and figure it out on your own. This episode drills down on how to find the best mentor, and ways to make the relationship mutually beneficial.

Relative to the history of insurance product development, Cyber Liability over the last 15 years is a phenomenon. The Wolf of P&C catapulted his career specializing in this space. This episode is an introduction to the coverage with some trending thoughts and considerations for where we are today and what's to come.

Request for Proposal's are an accepted part of the insurance broker and carrier review process. Today's episode discusses where these exercises fall short and five recommendations whether you are a broker or a buyer to ensure they are a good use of time.

Wholesale Brokers are not dirty, they provide necessary access to the insurance marketplace. For retail brokers, they are an extension of you and your work product, and not something that should be frequently changed. This quick rant discusses the role of a wholesale broker, how to decide the best one to work with, and turning their work product into a value add.

The commercial auto insurance marketplace continues to be under duress, even as other segments show softening. The results are not only driving losses for this line of coverage, but also putting extreme pressure on commercial umbrella pricing and capacity. This episode unpacks different ways to think about structuring the insurance and tips and tricks to increase insurability and reduce exposure and cost.

An insurance policy is an insurance policy...right? Well products are separated into two regulatory baskets, admitted and non admitted. This quick rant debunks some of the misconceptions that come with the difference between the two and why they are both useful tools in program design.

Loss control meetings are a necessary part of the insurance relationship between insurance buyers and insurance carriers. They provide crucial information needed in the underwriting process. It is easy to brush these mundane meetings off as "check the box items" but failure to prepare and take control of these meetings can result in inaccurate information and embarrassment that is detrimental to relationships.

Directors and Officers is present in most insurance programs, internet searches will provide lots of information on the latest publicly traded company embroiled in litigation, but what about more main street private companies? What are they at risk for, how is their policy being rated and structured?

Representing an organization in the insurance marketplace has somehow gotten too transactional. This episode explores how to make a submission stand out, easy to understand, and gets people excited to do business. Insurance buyers should be asking what this process looks like and brokers this is a way to really stand out.