information

Articles tagged with information


When Your Customers Come Calling: The Right Way And The Wrong Way

This content has not been rated yet.

CMEditor
WHEN YOUR CUSTOMERS COME CALLING: THE RIGHT WAY AND THE WRONG WAY by Judi Newman More ...

When Your Customers Come Calling: Why Telephone Manners Are Important

This content has not been rated yet.

CMEditor
WHEN YOUR CUSTOMERS COME CALLING: WHY TELEPHONE MANNERS ARE IMPORTANT by Judi Newman More bus...

Who Are The Decision-Makers?

This content has not been rated yet.

CMEditor
See the woman on the left? Would you walk into her office and start chatting about the traffic or the weather? Would you try to engage her in...

Why Are We Always Behind?

This content has not been rated yet.

CMEditor
WHY ARE WE ALWAYS BEHIND? by Pegi Flahault The staff is always running behind, and you can't seem to find a solution. Before the solution can be determined, the cause must be identified. One po...

Why Manage Litigation?

This content has not been rated yet.

CMEditor
WHY MANAGE LITIGATION? by John Beringer The thought of having to deal with a lawsuit can be stressful, to say the least. But what if you could hire a professional to handle all of the de...

Work Flow Procedures Manual- Commercial New Business Procedure

This content has not been rated yet.

CMEditor
COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...

Work Flow Procedures Manual- Commercial Quotation Procedure

This content has not been rated yet.

CMEditor
COMMERCIAL INSURANCE QUOTATION PROCEDURE There is an old saying that states: 'You never get a second chance at a first impression.' When providing a quotation for a prospect, it is important t...

Work Flow Procedures Manual- Commercial Renewal Procedure

This content has not been rated yet.

CMEditor
COMMERCIAL INSURANCE RENEWAL PROCEDURE We divide commercial accounts into Regular Commercial Accounts and Special Commercial Accounts. The determination of the classification of the accounts dep...

Work Flow Procedures Manual -Personal Binder Billing Agency Bill

This content has not been rated yet.

CMEditor
PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...

Work Flow Procedures Manual -Personal New Business Procedure

This content has not been rated yet.

CMEditor
PERSONAL INSURANCE NEW BUSINESS PROCEDURE Once a customer has placed the coverage with the agency, what that agency does in the next 30 days will probably determine the long term or short term r...

Search Articles/Libraries 
Select a Category
Choose a Content Package