Succession Planning 101: How to Retire as an Independent Insurance Agent

Forces disrupting the financial leadership and the evolving role of today’s CFO, Virtual Finance Management – Possibility of virtual real-time visibility into the state of business with access to all relevant information and Role of technologies such as Data Analytics, Automation, IOT, etc., in transforming the finance function

Claims for damage to property or persons often arise in connection with ongoing or completed construction projects. For many of these claims parties maintain insurance that may potentially provide a source for coverage and recovery for those claims. This topic will address excess insurance policies, builders' risk insurance, and errors and omissions (aka professional liability) policies for design professionals and typical exemptions. In a world that is constantly changing, this topic will address some of the latest developments in how federal and some state courts are interpreting insurance contracts. This content has been prepared by attorneys with more than 35 combined years of experience in construction litigation and will help you understand the basics of insurance policies available on construction projects, the types of claims that may be covered, and common problems in identifying and making claims under those policies.

Every day insurers are faced with an ever-growing volume and variety of information distributed across multiple locations, systems and platforms. Every day more data -- including new claims, policy changes, detailed financial information and other business communications -- enter your business. Finding innovative ways to understand and derive value from all of this information is crucial to your success.

"You can get excited about the future. The past won’t mind.” - Hillary DePiano It’s the most wonderful time of the year filled with intense planning sessions, brainstorming, strategizing and logical thinking. Logic was guiding the InsuredMine leadership team through our recent 2022 planning conversations, but we were getting stuck in historical data, decision making frameworks, modeling for the future, and we needed to shake things up. We were losing our sense of magic when Raution, (CEO, InsuredMine), stopped us all mid-thought and reminded us to dream big, believe in a great vision for our areas of business because we need to carry the magic of that belief with us to achieve something extraordinary in 2022. It worked! We have some big things coming this year, and we want to help you plan well and dream big for the new year too. Want to sprinkle some magic on your agency planning for 2022 and surprise your team and customers with something big? Press play and see what all the hubbub is about.