policy

Articles tagged with policy


What You Need To Know About Handyman Insurance

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ErinCarlson
In your handyman business, you may fix a deck one day and repair a roof the next. While fulfilling, your career also includes numerous risks. Be sure you purchase the right insurance coverage to protect your business.

When Workers Can’T, Or Won’T, Work

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DonPhin
A variety of laws govern extended employee absences. Many states have equivalent legislation. These federal and state laws share a common theme: The worker’s needs come first. In this document, Don Phin advises you to maintain compliance, and to go beyond the letter of the law to retain loyal workers.

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

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

Whole Life Insurance: Module V-F

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CMEditor
WHOLE LIFE INSURANCE: MODULE V-F THE PRODUCT Whole Life insurance, also referred to as 'ordinary' Life, is the oldest form of permanent Life insurance protectio...

Women's Independent Guide To Insurance

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CMEditor
WOMEN'S INDEPENDENT GUIDE TO INSURANCE Independent Insurance Agents of America Financial Decision Makers The environment in which women now live, work, and care for thei...

Work Flow Procedures Manual- Commercial New Business Procedure

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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 -Personal Binder Billing Agency Bill

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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 Endorsement Procedure

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

Work Flow Procedures Manual -Personal New Business Procedure

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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...

Work Flow Procedures Manual -Personal Renewal Procedure

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CMEditor
PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

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