Tue.Jul 22, 2025

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Post-Sale Follow-Up Plan for Insurance Agents in 2025

Final Expense Brokerage

April 10, 2025 2:50:22 PM Contact Us Share: How to Build Lifetime Clients After Closing the Sale Selling a life insurance policy isn’t the end - it’s the beginning of a long-term client relationship. Top-performing insurance agents know that what happens after the sale often determines retention, referrals, and repeat business. Here’s a step-by-step post-sale follow-up plan designed to help insurance agents boost client satisfaction, increase referrals, and create a systemized workflow you can a

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Chubb Q2 Net Income Jumps 33% on Premium Growth, Underwriting

Insurance Journal

Chubb followed up a challenging first quarter due to the California wildfires with second quarter net income of nearly $3 billion, up about 33% compared to the same quarter a year ago.

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Top Prospecting Strategies for Life Insurance Agents in 2025

Final Expense Brokerage

July 22, 2025 12:23:31 PM Contact Us Share: How Successful Agents Are Finding, Connecting, and Closing More Life Insurance Leads This Year The life insurance industry has changed - and so has the way agents prospect in 2025. Cold calls, outdated scripts, and generic sales pitches are being replaced with modern, digital-first strategies that prioritize personalization, automation, and trust.

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Behind the Scenes of Medical Bill Review: How to Catch Overcharges and Coding Errors

AMAXX

If you’ve ever felt like medical bills are written in a foreign language, you’re not alone. In workers’ comp, hospital and provider bills come loaded with acronyms, codes, and charges that can seem impenetrable. But buried in those pages are opportunities— opportunities to catch costly errors, curb overcharges, and prevent claim bloat. This is where medical bill review (MBR) becomes an essential part of any effective workers’ compensation cost containment strategy.

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Leverage Trellis Court Data To Identify More Investment Opportunities

Finance teams find Trellis to be particularly effective in conducting comprehensive due diligence on both individuals and businesses. With our court data solution, financial experts can access critical litigation insights, making it an invaluable resource for informed decision-making in the financial sector.

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Does Appraisal Stop the Statute of Limitations Clock? Court Dismisses Policyholder’s Lawsuit as Time-Barred Despite Post-Appraisal Denial

Property Insurance Coverage Law

A recent Texas decision serves as a warning to policyholders and public adjusters about relying on the appraisal process to revive insurance claims long after an initial denial. In Pool v. State Farm Lloyds, 1 the court granted summary judgment in favor of State Farm, ruling that all of the policyholder’s claims were barred by the … The post Does Appraisal Stop the Statute of Limitations Clock?

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[Whitepaper] Accelerating Carrier Growth and Profitability

Zywave

In a market defined by rising risks and shrinking margins, carriers need speed, scale, and strategic insight. This guide explores how API-based comparative rating platforms are enabling insurers to thrive in this complex environment. Expand distribution through embedded quoting and agency integration Deliver more quotes, faster—with greater risk selectivity Use real-time market data to inform pricing and portfolio strategy Stay visible and competitive at key points of sale Read the guide to see

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11th Circuit Upholds $1.75M Verdict Against Church Mutual on Georgia Roof Claim

Insurance Journal

Central Baptist Church of Albany, Georgia, suffered roof damage during a hailstorm in 2014. Its insurance carrier, Church Mutual Insurance, determined that the roof had only minor damage that could be repaired. It offered $2,300 for the work.

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How to Overcome the Most Common Challenges Facing Insurance Agencies

Agency Revolution

If there’s one thing that unifies independent insurance agencies, it’s the common challenges they face day in and day out. Your agency is likely familiar with these challenges, and you may or may not have found a way to stay ahead of them. Either way, it might seem like the progress you make on solving one problem, another might arise. These are the challenges that your agency is likely facing right now: Difficulty in standing out in a crowded market.

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Big I: Independent Agencies’ Market Share Shows Small Decline

Insurance Journal

The independent agency channel placed 61.5% of all property/casualty insurance written in the U.S. in 2024, a slight decline from 2023 where independent agents placed 62.2% of property/casualty lines nationwide.

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Take the Hassle Out of Claims Management

Insurance professionals use Trellis to streamline claims management by analyzing legal trends, predicting outcomes, and strategizing effectively to serve clients better. Adjusters can evaluate claim validity, estimate settlement amounts, and identify potential litigation risks. Trellis' extensive State Trial Court Data can be leveraged to identify opposing/outside counsel and top mediators for insurance matters, evaluate the risk of new claims by viewing similar claim litigation history, and mor

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Blog Post: From Boilerplate to Blueprint: The Secret Life of Standard Insurance Policy Forms

LexisNexis

Learn to peel back the layers of the industry’s most copied homework, including the origins, architects, and enduring quirks of these quietly powerful documents. Because standard policy forms are not just about saving time on drafting. Read now » Related Content Standard Insurance Policy Forms Fundamentals Checklist Peruse this overview of standard insurance policy forms to build your understanding of their history, nature, and purposes.

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Trustee E&O Insurance for Beneficiary-Trustees

Specialty Insurance

Navigating the Complex Landscape of Trustee E&O Insurance for Beneficiary-Trustees When beneficiaries serve as trustees of family trusts, they face unique liability challenges that significantly impact insurance coverage options. This dual role creates inherent conflicts of interest and heightened exposure to claims, making comprehensive Errors & Omissions insurance both more difficult to obtain and more essential than ever.

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[Download] Accelerating Carrier Growth and Profitability

Zywave

Solutions Insurers Solutions for: Product Creation & Pricing Back Product Creation & Pricing Loss Insight Proprietary Database of Over 1 Million Curated, Verified Loss Events Market Basket Offering Insight Through Aggregated Quoting Data Featured Story General Liability, Auto, Product Liability, and Umbrella & Excess Insurance are experiencing high pricing volatility while loss costs across the board are becoming the norm.

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The Role of Custom Tech in Modernizing Independent Insurance Agencies

Agency Height

Discover how custom tech for independent insurance agencies is driving digital transformation, streamlining operations, and enhancing.

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What Are the Insurance Requirements of a Leased Vehicle in Canada?

Top Insurance Blogs

When Sarah leased her first car in Ontario, she believed that her standard auto insurance would suffice. However, she soon learned that leasing contracts in Canada impose stricter insurance requirements than those for general vehicle ownership. After an accident damaged her leased vehicle, she was grateful she had the right coverage, especially gap insurance.

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People Moves: Willis Launches Dedicated Residential Real Estate Team, Led by Palmer and Grainger; Aspen Promotes Welch to Group Chief Underwriting Officer

Insurance Journal

This edition of International People Moves details appointments at Willis and Aspen Insurance Holdings. A summary of these new hires follows here.

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Why Launching an Independent Insurance Brokerage in Canada Is So Difficult

Top Insurance Blogs

Starting an independent insurance brokerage in Canada may look straightforward on paper, but according to Trevor McIntosh, president of Coverboo Insurance Brokers Inc. and founder of Principal Broker Services, the reality is far more complex. While it’s easy to assume that licenses and startup capital are the biggest hurdles, McIntosh argues that the deeper issues […] The post Why Launching an Independent Insurance Brokerage in Canada Is So Difficult appeared first on My Top Insurance Blog

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Blog Post: Benefit Check: Mastering ERISA Claims Procedures from Filing to Final Review

LexisNexis

The Section 503-1 ERISA regulation sets forth minimum requirements for employee benefit plan procedures pertaining to claims for benefits by participants and beneficiaries (also referred to as claimants). The claim procedure regulation applies to every type of ERISA plan (as described in ERISA § 4(a)), including almost all employer-sponsored (or employee organization-sponsored) retirement plans, health plans, and other welfare and fringe benefit plans.

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NC Expands FORTIFIED Roof Grant Program With Another $20 Million

Insurance Journal

North Carolina’s residual property insurance association is expanding its roof-grant program by $20 million, offering $6,000 to policyholders who upgrade their roofs to the more wind-resistant FORTIFIED standard.

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Leadership Changes Reshape the Future of Top Insurance Companies in Canada

Top Insurance Blogs

Several major insurance players have announced strategic leadership appointments to drive innovation, improve operations, and align with evolving market demands in Canada. These changes reflect a growing emphasis on technology, financial oversight, and specialized insurance expertise. Hyeji Kang Named CFO of Allianz Commercial and AGCS Allianz Commercial has officially named Hyeji Kang as its next […] The post Leadership Changes Reshape the Future of Top Insurance Companies in Canada appea

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UK Plans to Ban Public Sector Bodies From Paying Ransom to Cyber Criminals

Insurance Journal

Britain plans to ban public sector bodies and operators of critical national infrastructure, including the state-run health service, local councils and schools, from paying ransom demands to cyber criminals, it said on Tuesday.

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Blog Post: Financial Services Litigation in International Jurisdictions

LexisNexis

LexisNexis® offers the highly regarded Lexology Panoramic international guides for practitioners. These guides feature expert insights from leading law firms, addressing key topics such as common causes of action against banks and financial services providers, as well as jurisdiction-specific procedural rules for financial services litigation. With comprehensive coverage, the guide also includes links to international resources that explore critical aspects of financial services litigation.

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‘We’ll Have to See How This Plays Out,’ Says CEO Berkley on MGA Competitors

Insurance Journal

The leader of W.R. Berkley Corp. has seen it before—some version of the MGA movie in which delegated underwriting authority is given to market participants whose ambitions aren’t always aligned with capacity providers. President and Chief Executives Officer W.

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Multiple factors combined to cause fatal tug incident off Greenock

Insurance Marine News

You need to be logged in to view this content. Please Log In. Not a Member? Join Us The post Multiple factors combined to cause fatal tug incident off Greenock appeared first on Insurance Marine News.

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Insurer Says it Has No Duty to Defend Kansas City Super Bowl Parade Shooting Lawsuit

Insurance Journal

Cincinnati Specialty Underwriters said in a complaint last week that it has no duty to defend or indemnify a Kansas City sports promotion group facing an underlying lawsuit over a mass shooting at a 2024 Super Bowl parade.

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Japan Club avoids pool claim, increases reserves, in year to March 31st

Insurance Marine News

You need to be logged in to view this content. Please Log In. Not a Member? Join Us The post Japan Club avoids pool claim, increases reserves, in year to March 31st appeared first on Insurance Marine News.

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Attempts to Reform Litigation Funding Disclosure Continue on the Hill

Insurance Journal

Changes to the taxes paid by litigation investors did not make it in the final version of the expansive One Big Beautiful Bill, but the issue of third-party litigating funding continues to have the attention of at least some lawmakers …

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Blog Post: Structuring Success: Joint Marketing Agreements in Action

LexisNexis

Learn about the essential considerations that should be addressed when drafting and negotiating a joint marketing agreement where the parties will collaborate to promote the sale of a product and/or services. Topics covered include the term, exclusivity, management, intellectual property issues, compensation and payment terms, record keeping and audit rights, confidentiality, warranties, indemnification and liability issues, and termination.

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People Moves: Wolfenberger Joins Alliant as VP in California

Insurance Journal

Steve Wolfenberger joined Alliant Insurance Services, headquartered in Irvine, California, as vice president within its employee benefits group. Based in California, Wolfenberger focuses on delivering customized benefits strategies for mid-sized employers throughout the West Region.

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WCO report alleges insider role in maritime drug smuggling

Insurance Marine News

You need to be logged in to view this content. Please Log In. Not a Member? Join Us The post WCO report alleges insider role in maritime drug smuggling appeared first on Insurance Marine News.

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Prior Knowledge Ends Filmmaker Baldoni’s Coverage for Harassment Claims: Insurer

Insurance Journal

The insurer for the actor Justin Baldoni and other executives at his movie studio Wayfarer says its policies do not cover actress Blake Lively’s allegations of sexual harassment during the filming of the movie “It Ends With Us.

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India bans employment of Indian seafarers found with “dubious” foreign certificates of competency

Insurance Marine News

You need to be logged in to view this content. Please Log In. Not a Member? Join Us The post India bans employment of Indian seafarers found with “dubious” foreign certificates of competency appeared first on Insurance Marine News.

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How to Use Relationship Data to End Insurance Commission Clawbacks

Insurance Journal

This post is part of a series sponsored by AgentSync. The strength of an insurance partnership is about more than good vibes—it’s about the money.

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