When is Enough, Enough?

I recently came across a company that was interested in receiving a comparative quote.  They were a large commercial construction company subbing out most of their work.  After reviewing their current insurance program, I found out they were insured with seven different insurance companies.  Yes, SEVEN.

How many insurance companies do you have insuring your business?  One insurance company?  Two, three or even four insurance companies?  When is enough, enough?

Trust Me, Trust Me Not...

I was reading one of my favorite blogs this week: Mindflash.  And one of the contributing authors, Mark Anderson, had a great cartoon: 

Everyone recalls this infamous trust building/team building exercise:  Come on!  Fall backwards into my arms and I will catch you!  (*Insert mini panic attack here)

Communicate, Deliver, Be Honest

One thing that was drilled into my head while working at Tri-City Brokerage in San Francisco was "manage your clients expectations". I can't tell you how many times my boss, Brian Duffy, uttered that phrase. It was so often that I could hear those words ringing in my head before I nodded off to sleep. *Shutter...

What the heck is Cyber Liability?

I had a meeting yesterday with one of my clients and brought up Cyber Liability. She quickly asked "What the heck is Cyber Liability?". I realized that most of my clients had no idea what this coverage was about or how this risk could potentially bankrupt their business.

Will Ferrell..Afterall it is Fun Fact Friday

"I am swept up with royal wedding fever."
– Will Ferrell, explaining his formal attire – and why he sent curtseys and kisses to "very good friends" "Kate and Willie", on The Late Show. - www.people.com


One thing Will Ferrell knows well is how to have fun.

Synergy...is it a load of BS?

I met with Colin McCarthy, J.D., of Robinson & Wood this morning over coffee. Check out his recent blog post here: "Injured Burglar, Seeking Lawyer...". I recently applied for membership to a networking group that Colin belongs to and wanted to get some feedback from him on the group.

Lazy Insurance Brokers and How They Cost You Money

Recently I've been seeing a trend with clients that are moving their business over to me:
Their prior commercial insurance broker was lazy.

In a World Of Quantity....

I received a hand written thank you card the other day from a potential partner of mine. It got me thinking of the last time I wrote a hand written thank you note vs. an email. When WAS the last time I wrote a thank you note???

The Pros and Cons When Working With Two Insurance Brokers

I recently had a client decide to split up her insurance renewal between two commercial insurance brokers. As an insurance broker, I see the pros and cons to splitting up your insurance book.