customer

Articles tagged with customer


Work Flow Procedures Manual-Commercial Binder Billing - Reg Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

Work Flow Procedures Manual-Commercial Cancellation Procedure

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COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...

Work Flow Procedures Manual-Commercial Claims Procedure

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COMMERCIAL INSURANCE CLAIMS PROCEDURE The most important service that we provide a customer is Claims Service. Most agencies put a very low priority on items such as claims reporting and follow ...

Work Flow Procedures Manual-Commercial Endorsement Procedure

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COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...

Work Flow Procedures Manual-Personal Cancellation Procedure

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PERSONAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future erosi...

Work Flow Procedures Manual-Personal Claims Procedure

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PERSONAL INSURANCE CLAIMS PROCEDURE The most important service that we provide a customer is Claims Service. Most agencies put a very low priority on items such as claims reporting and follow up...

World-Class Customer Service

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WORLD-CLASS CUSTOMER SERVICE by Diane Herbert and Pamela Millard What sets your agency apart? What do you do better than othe...

Your Agency Needs To Save Time Right Now

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YOUR AGENCY NEEDS TO SAVE TIME RIGHT NOW by Grace Bauer In these tough times, your agency needs to operate as efficiently as possible so that you can maintain your book, sell more busines...

Your Seven-Step, One-Day Marketing Plan

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YOUR SEVEN-STEP, ONE-DAY MARKETING PLAN By Patricia Berry You dont have to kill a tree to create an effective plan. In fact, Patricia Berry can help you create a success...

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