PolicyPilot Blog

Expert insights on insurance agency management, renewals, commissions, and growing your book of business.

Insurance agency staff tracking loss payee and mortgagee changes to reduce E&O risk

Compliance & E&OJuly 23, 202614 min read

Lost Payee Change Tracking: The Overlooked E&O Risk for Agencies

Loss payee and mortgagee updates are a hidden E&O risk. Learn practical workflows to document, verify, and track changes correctly.

Insurance agency team using a policy change request log to improve endorsement workflow and E&O prevention

Compliance & E&OJuly 19, 202612 min read

Policy Change Request Logs: The Missing E&O Control

A policy change request log gives agencies a simple, defensible way to track endorsements, reduce E&O exposure, and speed up service work.

Insurance agency team tracking additional insured requests and endorsements in a policy management workflow

Compliance & E&OJuly 18, 202612 min read

How Agencies Can Track Additional Insured Requests at Scale

A practical guide to handling additional insured requests efficiently, documenting endorsements, and reducing E&O exposure across commercial accounts.

Insurance agency staff reviewing claims reserve change alerts and renewal workflow on a policy management dashboard

Compliance & E&OJuly 17, 202612 min read

Claims Reserve Change Alerts: The Agency Workflow Gap to Fix

Claims reserve changes often signal renewal trouble before anyone notices. Here’s how independent agencies can build alerts and workflows to act sooner.

Independent insurance agency team tracking carrier appetite changes before renewal using software dashboards

Renewal ManagementJuly 17, 202612 min read

How Agencies Can Track Carrier Appetite Changes Before Renewal

A practical guide for independent agencies to track shifting carrier appetite before renewal season, improve remarketing, and reduce E&O exposure.

Independent agency team managing surplus lines tax filing checklist and compliance deadlines

Compliance & E&OJuly 14, 202612 min read

Surplus Lines Tax Filing Checklist for Independent Agencies

A practical surplus lines tax filing checklist for independent agencies to manage deadlines, affidavits, carrier documents, and E&O exposure.

BOR request tracking workflow for independent insurance agencies with pipeline and effective date visibility

Agency OperationsJuly 14, 202612 min read

BOR Request Tracking: How Agencies Can Protect Pipeline Revenue

A practical guide to building a BOR tracking workflow that protects revenue, improves visibility, and reduces errors during policy transitions.

Insurance agency nonpay cancellation notice workflow dashboard during a hard market

Compliance & E&OJuly 14, 202612 min read

Nonpay Cancellation Notice Workflow for Agencies in Hard Markets

Learn how independent agencies can track nonpay cancellation notices, standardize outreach, document every step, and protect retention in hard markets.

Compliance & E&OJuly 13, 202612 min read

ACORD 25 Expiration Tracking: What Agencies Must Audit Now

A practical audit guide for independent agencies to tighten ACORD 25 expiration tracking, manage holder requests, and reduce certificate-related E&O risk.

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