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A Newsletter Committed to Independent Insurance Agents Success & Engagement 

March 8, 2016
Upcoming Classes
CICMay 18-20, 2016Life & Health
Mar 16, 2016
William T. Hold Seminar
Mar 17, 2016Personal Residential
Apr 5, 2015Elements of Risk Management
Nov 29-Dec 2, 2016CRM Financing of Risk
Apr 7, 2016E&O Seminar
Mar 15, 2016Ethics: Taking it to the Streets
Mar 22, 2016Get in the Ring: Property Claims, Fights & Decisions
Mar 22, 2016Social Networking: OMG or E&O
Mar 23, 2016The Human Asset Puzzle: Risk Managing Life, Health & Disability Insurance
Mar 24, 2016Life Insurance Concepts for the P&C Agent
Mar 28, 2016What We Learned: Claim & Coverage Issues from Catastrophes
Mar 29, 2016Contractors: Insuring the Property Exposures

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Q: We have been struggling to conduct internal audits. It seems that every time we have an audit scheduled, something happens that we are either too busy, or the people who are responsible for the audits are either not available or swamped. We understand the benefit, but are puzzled how agencies can pull this off if they are really as busy as we are.
Bobbi, Indiana


Auto Vs. Mobile Equipment

I thought that I would comment on this subject again, as I have had several phone calls and emails lately. What is an "auto" and what is "mobile equipment" has always been difficult to ascertain at times, but with the ISO changes the past 12 years, it can get confusing.


Embracing the Power of Blockchain Technology 

During this digital transformation, we have witnessed traditional forms of physical media fall out of favor with users who have abandoned their treasure trove of CD's, DVD's, books, magazines and even photo albums to enjoy an entirely clutter-free life.


All the Difference in The World

Early every Sunday morning I take a walk around a park near my home. There's a lake located in east side of the park. Each time I walk by this lake, I see the same elderly woman sitting at the water's edge with a small metal cage sitting beside her.

This past Sunday my curiosity got the best of me...


No Trust or Rapport = No Sale or Referrals 

Have you ever had a sale that didn't close and you weren't sure why? Chances are you lost the sale because you didn't establish sufficient trust and rapport with your prospect. Once you have developed trust and rapport, you've actually got the hard part behind you and you're probably going to make a sale!  


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