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Independent agents can build comprehensive and cohesive coverage for financial institutions

Asset managers and depository institutions have a wide variety of organizational structures and a myriad of exposures, making it challenging for independent agents to design coverage plans that effectively address their evolving risks. Often, the best approach is to work with a few insurers that offer broader, more flexible coverage options, streamlining the approach for the agent and the customer.

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Screening volunteers is mission critical

While volunteers extend the reach and capacity of a human services organization, they also create additional risks. See how agents can provide an insurance solution that includes complimentary access to risk analysis, training resources and discounts with vendor partners.

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woman volunteering at food bank








Six tips to keep your jewelry safe

Six ways to keep jewelry safe at home.

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expensive looking jewelry on a table, including a diamond ring in a box and a watch










Mark your calendar for an annual insurance review

This article helps remind personal insurance customers to review their policies annually with their independent agent to make sure they have the right coverage and enough of it.

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An older couple sits across a desk from a bearded man who is showing them something on a tablet.