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customer
Articles tagged with customer
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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: VOICE MAIL ETIQUETTE by Judi Newman More bus...
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WHY NOBODY READS YOUR BROCHURE (OR ANY OTHER MARKETING MATERIALS) by Maribeth Kusmeski Ive been trying for years to determine why some marketing, just doesnt work ndash...
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CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)
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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 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 ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...
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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...
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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...