In this episode of Power Producers Podcast, David Carothers dives deep with Noelle McCall from Contract Risk Academy to explore the crucial topic of contract review and how insurance agents can add value by properly reviewing contracts for their clients. Noelle, with her impressive background in commercial insurance and contract management, breaks down how producers can avoid common pitfalls in contract review and offer true consulting to their clients.
Noelle shares her journey from starting in personal lines to becoming an expert in contract review, eventually leading the creation of Contract Risk Academy. She explains how agents can navigate contract language, identify gaps in insurance coverage, and become the trusted advisor clients need. This episode highlights the importance of understanding additional insured endorsements, contractual liability, and the critical nature of reviewing contracts before clients sign them.
Noelle discusses how contract review can be a game changer for insurance agents, helping them go beyond policy placement and providing true consulting services. This can lead to better client retention and differentiation in a crowded market.
Noelle identifies some of the most common mistakes agents make in contract review, especially when dealing with additional insured endorsements. She provides invaluable insights on how to properly manage these endorsements to avoid uninsured losses and potential E&O risks.
Instead of simply selling policies, Noelle emphasizes the need for insurance agents to position themselves as trusted advisors. By understanding contract language and insurance requirements, agents can help clients avoid coverage gaps and better manage their risks.
Noelle explains how Contract Risk Academy is helping agents and brokers learn how to properly review contracts, offering tools, templates, and live coaching to ensure they’re providing the best value to their clients.
Noelle talks about the potential for AI in the contract review process, including tools like Evident ID that help automate the review of insurance certificates and endorsements. She shares how these technologies can help save time and reduce the chances of overlooking critical coverage gaps.
This episode is packed with essential insights for insurance producers who want to elevate their practice and provide real value to their clients. Whether you’re new to contract review or looking to refine your approach, Noelle’s expertise is a must-listen.
Noelle is offering a $1,000 discount on Contract Risk Academy for a limited time—check the link for more details:
https://www.contractriskacademy.com/power/
In the ever-evolving world of commercial insurance, marketing has become a critical lever for growth. Yet most agencies still struggle to understand what’s actually working. From websites that generate leads with no attribution to CRM systems that silo vital data, insurance agencies are often flying blind.
If you’re a commercial insurance producer trying to grow in the middle market, you’re probably aware that the old-school prospecting methods—cold calling hundreds of businesses, dropping off trinkets, hoping someone is “coming up on renewal”—are no longer enough. In today’s competitive environment, success isn’t about how many people you reach. It’s about reaching the right people at the right time with the right message.
Too many agents stop learning once they’ve earned their license. The bare minimum—meeting continuing education requirements—is not enough in today’s climate. Producers often resort to online forums, asking where they can complete CE hours “as quickly as possible.” This mindset directly impacts their ability to communicate complex subjects like reinsurance or risk modeling to clients in an understandable way. As a result, they struggle to retain accounts and close new business in an increasingly competitive market.
The problem? Too many producers are pitching too soon, to the wrong people, with nothing more than a quote to offer. This article walks through how to close more business by positioning yourself as a trusted advisor, selling Total Cost of Risk (TCOR) outcomes, and using a structured approach to differentiate at every stage of the sales process.
In the modern commercial insurance landscape, trust is no longer built solely through in-person meetings, networking events, or polished brochures. It’s earned digitally—often before a prospect ever takes your call. As sales dynamics shift and competition tightens, the producers who will thrive are those who understand one thing: educational content is the new handshake.
Most commercial insurance producers think of referral networks as an afterthought—something that might generate a lead or two if they attend enough events, shake enough hands, or stay active in their BNI chapter. But the producers who consistently dominate the middle market think differently. They treat referral networks like revenue engines, built with the same discipline as a sales pipeline, and they use those relationships not only to generate appointments but to recruit the next generation of elite producers.
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