Jun 5, 2026 | Finances and Legal, New Featured, Professional Services
The insurance industry is highly regulated, and insurers may face penalties or fines for errors made during the claims process, including those made by claims adjusters. As a result, adjusters are expected to uphold the same standards and principles as the carriers...
Mar 25, 2026 | Finances and Legal, Loss Control Webinar, New Featured, Professional Services, Upcoming Webinar
Are you curious about artificial intelligence (AI) and how it can help your policyholders? Learn how to adopt AI safely, ethically and effectively in this 30-minute webinar, where we will hear from our speaker, Frank Ramos of Goldberg Segalla, regarding the best...
Feb 26, 2026 | Finances and Legal, Loss Control Webinar, Professional Services, Upcoming Webinar
Join us for a 30-minute webinar where we will hear from Craig Jacobson of Gordon Rees Scully Mansukhani as he discusses the top claims surrounding Insurance Agents E&O and best practices to prevent future claims. Mr. Jacobson will address common professional...
Jul 20, 2023 | Finances and Legal, New Featured, Professional Services, Uncategorized
Reading Time: 3 minutes As a notary, your first step in protecting yourself against potential liabilities is obtaining insurance for your professional activities. Once you have an insurance policy in place, you should remain proactive in protecting yourself by staying...
Jul 13, 2023 | Canada, Finances and Legal
What Is a Risk Assessment? A risk assessment, or audit, is the examination of your business’s financial records. An assigned third-party auditor will review information, such as financial statements, tax documents and payroll journals, to verify the premium basis...
Jul 5, 2023 | Audits, Construction, Finances and Legal, Food and Beverage, Hospitality Business Operations
What Is an Audit? An audit is the examination of your business’s financial records. An assigned third-party auditor will review information, such as financial statements, tax documents and payroll journals, to verify the premium basis (e.g., sales, payroll,...
