“Pay on behalf of” and “reimbursement” are two different approaches to paying the bills associated with a claim. There are pros and cons to both. But …
Underwriters glean valuable information from reviewing the financial statement notes that helps them to assess an organization’s overall risk profile.
Learn these MS Excel shortcuts and save time gleaning actionable insights from data like insurance renewal lists and new business reports. This video shows how they work.
VIDEO: An Extended Reporting Period, or ERP, is a finite window of time beyond the end of a claims-made policy during which the insured organization may report claims to the insurer. The ERP extension only …
Duty to defend refers to the obligation to provide a legal defence for a claim made against the insured after that claim has been reported to the insurer. Read more…
What are your policy’s claims reporting requirements? ‘Claims made’? ‘Claims made and reported’? It’s important to understand the difference. Watch this video.
5 Tips, 4 minutes read, that is sure to save you time on emails! Practice crafting your next email with these tips in mind- the more thought you put on an initial email, the less you’ll spend clarifying yourself!
January involves planning for the upcoming year. Be sure to carve out some time to give TOWS a try, regardless of your role within your firm. January is the time to set goals and draw a plan to achieve those goals! …
Did you know you can sum a column in Excel with one click?!
As brokers and underwriters, time is a precious commodity. We need results fast!
Because time is of the essence, we put together a guide on the 5 fastest ways to do a Sum in Excel.
A Claims Made policy offers coverage for claims made against the insured during the policy period. This type of policy typically comes with a reporting requirement defined as “as soon as reasonably practicable.”
“Pay on behalf of” and “reimbursement” are two different approaches to paying the bills associated with a claim. There are pros and cons to both. But …
Pay on Behalf of vs Reimbursement Read More »
Underwriters glean valuable information from reviewing the financial statement notes that helps them to assess an organization’s overall risk profile.
8 Reasons to Read Financial Statement Notes Read More »
Learn these MS Excel shortcuts and save time gleaning actionable insights from data like insurance renewal lists and new business reports. This video shows how they work.
5 Time-Saving MS Excel Shortcuts Every Insurance Professional Should Know Read More »
VIDEO: An Extended Reporting Period, or ERP, is a finite window of time beyond the end of a claims-made policy during which the insured organization may report claims to the insurer. The ERP extension only …
Extended Reporting Period (ERP) Explained Read More »
Duty to defend refers to the obligation to provide a legal defence for a claim made against the insured after that claim has been reported to the insurer. Read more…
What are your policy’s claims reporting requirements? ‘Claims made’? ‘Claims made and reported’? It’s important to understand the difference. Watch this video.
‘Claims Made’ vs ‘Claims Made and Reported’ Read More »
5 Tips, 4 minutes read, that is sure to save you time on emails! Practice crafting your next email with these tips in mind- the more thought you put on an initial email, the less you’ll spend clarifying yourself!
5 Tips to Writing Effective Emails to Underwriters & Clients Read More »
January involves planning for the upcoming year. Be sure to carve out some time to give TOWS a try, regardless of your role within your firm. January is the time to set goals and draw a plan to achieve those goals! …
January, a time for TOWS… (SWOT analysis for insurance) Read More »
Did you know you can sum a column in Excel with one click?!
As brokers and underwriters, time is a precious commodity. We need results fast!
Because time is of the essence, we put together a guide on the 5 fastest ways to do a Sum in Excel.
Think twice before using =Sum(…) – 5 Fast ways to Sum in Excel! Read More »
A Claims Made policy offers coverage for claims made against the insured during the policy period. This type of policy typically comes with a reporting requirement defined as “as soon as reasonably practicable.”
Claims Made vs Claims Made and Reported Read More »
