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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 5 by Curt Pearsall The previous four articles have explored E& O issues related t...
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AGENCY AUTOMATION: FRIEND OR FOE PART 6 by Curt Pearsall In this last of this six-part series focusing on automation, Curt Pearsall examines the issues involved in protecting yourself...
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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.
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AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...
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AGENCY BROCHURES: GETTING BACK TO THE BASICS No marketing tool can tell an agency's story better or more effectively convince potential clients to put their trust in you than a b...
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AGENCY CLAIMS PROCEDURES: A TIME TO SHINE by Lois Van Horn Insurance agents sell clients a promise-an intangible product. It is nothing they can hold or enjoy and probably what someone told...
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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...
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AGENCY CLUSTER PROFILE Use this form to evaluate rate potential cluster partners. ...
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AGENCY COMPENSATION SURVEY by Carol Hammes Employee turnover is expensive for an insurance agency. For budgeting purposes in the replacement hiring process, you need to add another ...
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AGENCY COMPENSATION SURVEY by Carol Hammes As of this writing, the government has determined that the insurance industry as a whole has 2.2 million workers who earn an average of $3...