President's Message

SPRING CLEANING

As this issue of Primary Agent arrives in your mailbox (both physical and virtual), I’m hopeful that spring has sprung and warmer weather has arrived. It’s a good time for some spring cleanup, both at home and professionally. Some ideas for cleanup in the agency:

When is the last time you refreshed your agency’s employee handbook?

Whether due to remote working, new technologies (some of which you’ll read about later), or other changes, don’t overlook the need to make updates. A solid and timely employee handbook protects the agency in the case of a dispute; an ounce of prevention is worth a pound of cure. (For a template, visit: IABforME.com/HR-resources)

Set a clean education path for you and your staff.

IA&B’s enhanced online offerings make it easier to meet your CE requirements early, and on your schedule. And if you or your staff are considering an insurance designation, these are likewise more convenient with their online options. We continue to receive excellent reviews of our online education. Make your plans now: IABforME.com/education

Consider enhancements to your own insurance coverage.

We are seeing more and more agencies increase their E&O limits, much like independent agents are advising their own clients. At the same time, expanding your coverage through cyber, EPLI, or an umbrella product is smart. It isn’t necessary to wait until your expiration date to make changes. Reach out to IA&B’s sales team to discuss your options: 800-998-9644, option 3

Consider cleaning up your markets by looking to IA&B.

We have greatly enhanced our carrier offerings through our market access program, Independent Market Solutions. Whether you need standardized markets or more niche coverage, we can quickly get you writing with new companies, without the direct appointment. Learn more: IABforME.online/IMS

Best,

Jason F. Ernest, President & CEO