Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Living your mission
By Norm TrainorThe following is based on one of Norm Trainor's clients, Joel Goodhart. When I first started coaching Joel Goodhart, he was a Top of the Table advisor and was already a peak performer. Yet, like many successful financial advisors, Joel has a
April 01, 2008
MphasiS To Audit ClaimsEldorado Computing Inc. will be reviewing processes health claims to assess how well data was captured, carrier procedures were followed and payments issued.Eldorado, Phoenix, which ...
April 01, 2008
Democrats Split On Treasury ProposalThe Treasury Department's financial services reform "blueprint" report is getting a mixed reaction from key members of Congress.Treasury Secretary Henry Paulson unveiled the blueprint report ...
March 31, 2008
NAIC Leaders Tell Treasury They Help ConsumersState regulation of insurance should continue because regulators help consumers, according to officials at the National Association of Insurance Commissioners."We have a good story to ...
March 31, 2008
Travel Underwriting Accord AdvancesA key National Association of Insurance Commissioners panel has approved proposed travel underwriting guidelines.Members of the NAIC's Life Insurance and Annuities Committee voted unanimously here ...
March 31, 2008
NAIC Delays Work On Accounting System ShiftA group of actuaries and regulators will take longer than it had hoped to deliver two major pieces of a principles-based reserving proposal.The Life & ...
March 30, 2008
Supreme Court Lets Retiree Benefits Ruling StandThe Supreme Court last week declined to review an appellate court decision that formed the basis for an Equal Employment Opportunity Commission rule that allows ...
March 30, 2008
Money Laundering 'Red Flags': How To Spot Risky ScenariosAs insurers ramp up their anti-money laundering (AML) efforts to comply with federal regulatory requirements, firms must be aware of important "red flags" that indicate ...