Best Practices Series

Best Practices Series-01

Best Practices for Certificates of Insurance

This is an analysis of one of the most challenging coverage areas for an independent agent. The APRIL 2013 EDITION covers the law and TDI rules regulating certificates of insurance and provides practical recommendations for handling certificates of insurance in your agency. PDF(86 pages)

Roof Claim Issues in Texas

This describes the issues involved in adjusting roof damage claims, the most common type of property insurance claim in Texas. The publication was written by the IIAT technical staff with assistance from a select group of independent and public adjusters who make it their business to understand and explain coverage and insurance company positions whenever the wind blows or the hail falls. PDF (24 pages)

Best Practices for Avoiding Hurricane E&O Claims

This reviews E&O claims reported after Hurricane Ike and guides agents to a more complete understanding of coverage and procedural issues involved in writing windstorm insurance through the Texas Windstorm Insurance Association (TWIA). REVISED MARCH 2014.

This Supplement to the publication covers the new rules resulting from HB4409 with a Q&A and new disclosure forms.
PDF (68 pages)


Best Practices for Insuring Condominiums in Texas

Arranging insurance on condominiums, whether on behalf of a condominium association or an individual unit owner, requires skill, experience, legal knowledge and more than a passing familiarity with the wide range of insurance products available for condominiums. This guide has been written to educate everyone involved in the process of arranging insurance and adjusting claims on condominiums in Texas, including insurance agents, underwriters and claims adjusters, as well as condo managers, board members and unit owners. REVISED APRIL 2014. PDF (88 pages)

Best Practices for Personal Lines

This taps the wisdom of agencies that have prospered in personal lines for many years and shares their strategies for organizing and growing personal lines. Topics include staffing, technology, marketing and quality control. PDF (42 pages)

Best Practices for Working Relationships Between Wholesalers and Retailers

This is a study conducted jointly by IIAT and the Texas Surplus Lines Association. Recommendations, based on an extensive survey of each group, aim at standardizing workflow and communications between the groups resulting in improved service to clients. The study takes a look at contracts, binding, certificates, submissions, renewals, quotes, policyholder services insurer solvency and placements. REVISED JUNE 2013. PDF (70 pages)

Best Practices for Managing Markets in the Independent Insurance Agency

This is aimed at helping agents attract new company appointments, develop and maintain company relationships, and manage and access company products. It is based on extensive agent surveys and interviews. PDF (56 pages)

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