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A Great Hire Is Only The Beginning: How to Successfully Onboard A Virtual Assistant
About a year ago, Jordan Draper, President of our sister company, Greenway Insurance, hired an Executive Assistant through Cover Desk. Over the past year, I’ve been impressed by how quickly she became an integral part of his team. She operates with a high degree of independence, understands his priorities, and has become someone he can confidently rely on. Watching […]
How Better Documentation Reduces E&O Risk
Errors and omissions (E&O) risk is a reality for every insurance agency. Even experienced professionals can face allegations that coverage wasn’t properly offered, a client request wasn’t completed, or an important conversation never happened. For agency owners, reducing E&O exposure isn’t just about preventing mistakes. Its also about ensuring your agency can demonstrate exactly what […]