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Avoid Gaps When Moving an Account

December 18, 2020

By Curt Pearsall, CPCU, AIAF, CPIA President – Pearsall Associates, Inc. and Special Consultant to the Utica National E&O Program Ask agency staff members when the last time was that they moved an account to a new carrier. They would likely say that it happens multiple times a week, possibly every day. When this happens,…

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Get Paid to Market Your Agency!

December 3, 2020

What is the PIA Marketing Reimbursement Program and the Partnership Reimbursement Program all about? By Tracy Oestreich, CIC, AU, CPIA, CPIW PIA National Director for Wisconsin Are you aware that PIA has 2 programs to help PIA members get back to business as we all recover from the Global COIVD-19 pandemic??  PIA Members may participate…

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Double Down on Documentation

November 13, 2020

By Mary LaPorte, AINS, CPCU, CIC, LIC, CPIA Agent’s questions about Errors and Omissions, and how E&O losses can be prevented. Q: Due to COVID-19, many of our account managers are still working from home.  I am a personal lines manager, and responsible for a team of seven account managers.  Although we have always tried…

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2020 Elections Updates

October 28, 2020

Biden up 7.4% – a Lead More than 5 Points Higher than Hillary Clinton’s Lead in 2016. Can Democrats Take the Majority in the U.S. Senate? 3 Hours Unpaid Leave Available to Employees in Wisconsin on Election Day. U.S. Supreme Court Rules: Wisconsin Ballots Must Be Received on or Before Election Day. Republicans Expected to…

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Cyber Security and COVID-19 Risks

October 15, 2020

KEEPING YOUR HOME NETWORK SECURE WHILE WORKING REMOTELY Hackers throughout the globe are attempting to take advantage of people working from home during this time. The Cybersecurity and Infrastructure Security Agency recently issued an alert that offers guidance on defending against COVID-19 cyber scams. Use the tips below to keep your home network secure while…

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How to Handle FFCRA Leave Requests

August 28, 2020

Question: For leave requests under the FFCRA, can we require proof that the school or place of care is closed? Answer from Celine, SHRM-CP: No. However, you can and should (for IRS documentation) require the following items: The names and ages of the child or children being cared for. The name of the school, place…

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