BlogFor Agents
Clients Live Events
For Agents
Read Time 7m

Your Clients and Live Events | For Agents | Pie Insurance

Agents: Reach out to your small business clients to offer guidance on reducing risk and promoting safety as in-person events return. Here are ideas to get you started.
Your Clients and Live Events | For Agents | Pie Insurance

Here’s what your clients need to know as live events return

Conferences, seminars, regional meetings, educational workshops, golf tournaments, fundraisers, holiday parties, executive retreats, team-building events, and more. Recently, we’ve all missed out on many in-person business opportunities due to COVID-19, but across the nation, plans to resume live events are in the works! 

As an insurance agent, it’s important for your small business clients to be strategic, prepared, and vigilant when returning to in-person interactions. Whether they’re hosting or attending live events, they may appreciate your guidance on how to reduce risk and promote safety during face-to-face business gatherings. 

Consider creating a social media post featuring best practices to help your small business clients return to live events as safely as possible, despite COVID-19. This can be a great opportunity to engage with your clients and offer them valuable tips on a timely and useful topic.

Tips to help small businesses reduce risk and promote safety during in-person events

Focus on safety. Make in-person meetings as safe as possible. Always follow federal, state, local, and venue guidelines on COVID-19 safety precautions. Give employees and attendees opportunities to maintain social distance, wear face masks, and use hand sanitizer. If you’re hosting an event, ensure you have the staffing, technology, and equipment to ensure safety. Additionally, according to the CDC’s guidance for event planners, hold events outdoors when possible, improve ventilation, encourage respiratory etiquette, and have those who are exposed or ill quarantine and get tested for COVID-19. If your employees are traveling to and from an event, encourage them to follow the CDC’s travel safety guidelines to reduce the risk of infection. 

Have a contingency plan. Make a plan in case there is a surge in cases and the in-person event must be canceled or adjusted. Consider parallel planning a hybrid or virtual event just in case. Alternatively, limit the number of attendees to expand opportunities for social distancing. 

Perform a risk assessment. If you are hosting an event, hold a meeting with all parties involved to explore possible risks and preventive measures. If your employees are attending an event, hold an advance meeting to go over best practices for reducing their risk of exposure to COVID-19. Special considerations should be airline travel precautions, avoiding crowded spaces, tips for higher-risk individuals, testing, vaccination, etc. 

Post guidance for event attendees. If your organization is hosting an event, post signs and guidelines for them to follow. You may choose to have attendees sign waivers stating that they will follow federal, state, and local mandates regarding COVID-19 precautions. 

Ensure you have proper insurance coverage. Speak with your broker about your policy and whether you’ll be covered adequately. If you’re hosting an event, consider special event insurance or getting a rider for your general liability policy. As for your employees, check to be sure they understand their workers’ compensation coverage regarding COVID-19.

Thanks for reading our educational resource! Any above reference to a specific company, method, or product is meant for educational purposes only and is not specifically endorsed by Pie.