policy

Articles tagged with policy


Work Flow Procedures Manual-Commercial Audit Procedure

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CMEditor
COMMERCIAL INSURANCE AUDIT PROCEDURE In most agencies, audits are processed much like all other types of mail. Because of the adverse financial impact that an audit can have upon an agency, it i...

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 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...

Workers' Compensation for Martial Arts Instructors

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ErinCarlson
Teaching martial arts is a way for you to share your skills with students of all ages as you equip them to protect themselves. Whether you own your own martial arts school or teach martial arts as an independent contractor, understand Workers' Compensation for martial arts instructors. It protects you and your assets.

Working Harder? Making Less?

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WORKING HARDER? MAKING LESS? by Jon Persky During the past few years, many agency owners have been saying, Im working harder than I ever have, but making less money. ...

X-Date Follow-Up Telemarketing Script

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The purpose of my call today is to ask you some questions about your present policy so I may provide you with a coverage and price comparison.

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