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Articles tagged with information
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WHEN YOUR CUSTOMERS COME CALLING: THE RIGHT WAY AND THE WRONG WAY by Judi Newman More ...
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WHEN YOUR CUSTOMERS COME CALLING: WHY TELEPHONE MANNERS ARE IMPORTANT by Judi Newman More bus...
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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...
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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...
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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...
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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...
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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...
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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...
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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. ...
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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...