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Retail Resources
Protecting Your Agency Against E&O Exposures — Tips for Insurance Agents and Brokers
Most errors and omissions (E&O) claims stem from poor documentation, unclear client communication or inconsistent internal procedures.
Grocery, Convenience Store and Deli Safety Checklist
This Grocery, Convenience Store, and Deli Safety Checklist provides essential guidelines to help protect your business, employees, and customers. Please use the following checklist to maintain a safe, compliant and efficient operation.
Negligent Security — Implementing Security Measures for Your Business Location
To keep your premises safe understand what negligent security is and consider the these tips to mitigate negligent security risks.
Laundromat Safety Checklist
Did you know? The National Fire Protection Association (NFPA) reports that dryers and washing machines cause an average of 15,970 fires each year, with dryers causing 92% of them and an average of $200 million in property damage. You may already have policies and best...
Laundromat Safety — Rinse and Repeat
While it may not seem like it, laundromats are filled with safety hazards that can potentially result in costly claims. We invite you to watch our 30-minute presentation from special guest attorney Danny Buechler…
Preserving Video Surveillance
Businesses often use a video surveillance system to monitor their establishments for a variety of reasons, including security, property management, and liquor service monitoring. In the event a potential claim happens at your premises, it is crucial that video surveillance footage be handled and preserved correctly. If surveillance is handled incorrectly, it can become unusable and, in some cases, have a negative effect on the outcome of a claim settlement.
Mercantile Safety Checklist
Taking proper precautions for your business and staff members is part of running a successful operation. You may already have policies and best practices in place at your business, but do they cover all of the areas that pose safety risks? Keep these tips in mind and...
Best Practices for Securing Payment Card Information Checklist
All merchants accepting payment cards are required to comply with Payment Card Industry Data Security Standards (PCI DSS). Ensure you are compliant by using this checklist.
Steps to Take After A Loss
This checklist will guide you on what to do after a loss occurs to minimize further damage and keep yourself and others safe.
Professional Services Resources
Using Background Checks to Safeguard Businesses With Background Info USA
Background screenings aren’t just paperwork — they’re one of the most important risk-management tools a business owner has. Join us for a 30‑minute webinar featuring James Mark, founder of Background Info USA, who will break down how a strong background screening process protects a business, its customers and its reputation.
Adopting AI: Best Practices
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 practices for AI in business.
Insurance Agent E&O Claims Trends: What’s Driving Losses Today
Small business owners often face HR questions without an internal HR team to rely on. This webinar breaks down the workplace challenges they encounter most so you can better understand how to position yourself as a trusted resource throughout the insurance buying process.
Protecting Your Agency Against E&O Exposures — Tips for Insurance Agents and Brokers
Most errors and omissions (E&O) claims stem from poor documentation, unclear client communication or inconsistent internal procedures.
Grocery, Convenience Store and Deli Safety Checklist
This Grocery, Convenience Store, and Deli Safety Checklist provides essential guidelines to help protect your business, employees, and customers. Please use the following checklist to maintain a safe, compliant and efficient operation.
Protecting Your Practice — Risk Management for Accountants, Bookkeepers, Tax Preparers
For accountants, bookkeepers, tax preparers, and certified public accountants (CPAs), managing risk is a critical part of running a professional practice. One of the most effective — and often underutilized — risk management tools is the engagement letter. These legally binding agreements not only define the scope of services and payment terms, but also help reduce misunderstandings, limit liability, and provide crucial legal protection in the event of a dispute.
7 Tips for Implementing and Managing AI for Your Business
Artificial Intelligence (AI) is the ability of machines to learn, reason and act in ways that typically require human intelligence. This can be used in many ways that can help you as a business owner. Continue reading to learn more about how you could potentially...
Beauty Salon and Barber Shop Safety Checklist
You may already have policies and best practices identified for your business, but do they cover all potential areas that may pose safety risks? Reduce potential hazards in your beauty salon or barber shop by utilizing this checklist.
Why Hiring Licensed and Insured Contractors Is Essential
As a business owner, you will occasionally need to make repairs to keep your business and property safe and hazard-free. While it may seem tempting and less expensive to do a DIY project or hire an unlicensed contractor for these repairs, these shortcuts are not worth the cost in the long run. Here are some of the many reasons why only a licensed and insured contractor should complete your projects.
Managing Your Risk as a Property Manager/Real Estate Agent
Whether you are dealing with a management agreement, a lease agreement, accounting records or a decision made by a board of directors, documentation is the best practice for every situation as a property manager/real estate agent.
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