Insurance Agents & Brokers (IA&B)

Audio version of the Claire-ification column from IA&B's November 2025 edition of Primary Agent magazine.  This month's question is: When a risk is on the Export list, who files – the Surplus Lines broker or the retail producer?

Audio version of the Coverage Corner column from IA&B's November 2025 edition of Primary Agent magazine.  This month's article is entitled: FIVE CGL ENDORSEMENTS YOUR CONTRACTOR CLIENTS WILL BE THANKFUL FOR By Cathy Trischan

Audio version of the Don's Discussion, a bimonthly column from IA&B's October 2025 edition of Primary Agent magazine.  The question for this month is: A bank extending a loan to one of my commercial accounts strong-armed the customer into also switching his insurance to them. Is this permissible?

Audio version of the Coverage Corner column from IA&B's October 2025 edition of Primary Agent magazine.  This month's article is entitled: AUTO POLICY WEAR AND TEAR AND  MECHANICAL BREAKDOWN CLAIM DENIALS

Audio version of the feature article from IA&B's October 2025 issue of Primary Agent magazine entitled: MARIJUANA IN THE WORKPLACE: Clearing Away (at Least Some of) the Confusion IA&B HR Consultant Karen DiGioia, of Herbein + Company Inc., updates employer guidance in response to rapidly changing state laws.

Audio version of the Claire-ification column from IA&B's September 2025 edition of Primary Agent magazine.  This month's question is: Can I license a remote worker living abroad through a vendor?

Audio version of the Coverage Corner column from IA&B's September 2025 edition of Primary Agent magazine.  This month's article is entitled: PARAMETRIC INSURANCE: WHAT IS IT AND HOW CAN IT HELP YOUR CLIENT?

Audio version of the feature article from IA&B's September 2025 issue of Primary Agent magazine entitled A Look at the Latest Legislation Impacting Independent Agents IA&B Government Affairs Director John Savant shares our organization’s key advocacy efforts which are shaping the landscape for independent agents in Pennsylvania, Maryland, and Delaware. 

Audio version of Don's Discussion column from IA&B's August 2025 edition of Primary Agent magazine.  The question for this month is: Are there steps we can take to mitigate our website-related E&O exposures?

Audio version of the Coverage Corner column from IA&B's August 2025 edition of Primary Agent magazine.  This month's article is entitled: THE MOST OVERLOOKED RENTERS’ INSURANCE COVERAGE

Audio version of the feature article from IA&B's August 2025 issue of Primary Agent magazine entitled 6 Key Factors That Impact Insurance Agency Valuations The IA Valuations Team shares the risk factors that influence agency valuations and how agency owners can improve the value of their operation and ensure a smooth transition.

Audio version of the Claire-ification column from IA&B's July 2025 edition of Primary Agent magazine.  This month's question is: We’re receiving requests again from banks to provide a Replacement Cost Estimator (RCE) for homes when clients apply for a loan. Can we refuse to share the RCE?

Audio version of the Coverage Corner column from IA&B's July 2025 edition of Primary Agent magazine.  This month's article is entitled: BEWARE! PROTECTIVE SAFEGUARDS ENDORSEMENTS By Cathy Trischan

Audio version of the feature article from IA&B's July 2025 issue of Primary Agent magazine entitled HOW TO BUILD AN AGENT SWARM (Without Breaking the Bank) Written by CyberFin’s Daniel Metcalf, who shares strategies for building task automation at your agency – without draining the budget.

Audio version of Don's Discussion column from IA&B's June 2025 edition of Primary Agent magazine.  The question for this month is: Could utilizing translation and interpreting services enhance our agency’s business opportunities?

Audio version of the Coverage Corner column from IA&B's June 2025 edition of Primary Agent magazine.  SWIMMING POOL COLLAPSE By Bill Wilson

Audio version of the feature article from IA&B's June 2025 issue of Primary Agent magazine entitled Blind Hiring: A Key to Top Performance Diverse teams drive business success. Read this article to learn how blind hiring can be used to develop a diverse talent pipeline.

Audio version of the Claire-ification column from IA&B's May 2025 edition of Primary Agent magazine.  I’m shopping for a new agency management system and a new phone system. Is there benchmarking information or a comparative tool on insurance tech products for agencies?

Audio version of the Coverage Corner column from IA&B's May 2025 edition of Primary Agent magazine.  CLAIMS MADE POLICIES – A DEEPER DIVE By Cathy Trischan

Audio version of the feature article from IA&B's May 2025 issue of Primary Agent magazine entitled EMPLOYEE RETENTION: Dream? Or Nightmare? Good employees are hard to find. In this article, IA&B HR Consultant Karen DiGioia discusses six keys to retaining them.

Audio version of the Don's Discussion column from IA&B's April 2025 edition of Primary Agent magazine.  The question for this month is: Is “restrictive covenant” language, such as a “non-compete” and/or “non-piracy” provision, enforceable in employment agreements?

Audio version of the Coverage Corner column from IA&B's April 2025 edition of Primary Agent magazine.  Debris Removal and Underinsurance      By Bill Wilson

Audio version of the feature article from IA&B's April 2025 issue of Primary Agent magazine entitled Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions Today’s insurance agency owners can transform their businesses by embracing data-driven management. With the right tools and mindset, you can gain unparalleled insights into your agency’s performance, make smarter decisi...

Audio version of the Claire-ification column from IA&B's March 2025 edition of Primary Agent magazine.  Our agency’s phone system can record phone conversations. There is a message for incoming calls that the conversation may be recorded. Is there a requirement for outgoing calls also?

Audio version of the Coverage Corner column from IA&B's March 2025 edition of Primary Agent magazine.  Claims Made Policies – As Easy as 1, 2, 3 By Cathy Trischan