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Management

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...

Work In Peace, Increase Efficiency

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WORK IN PEACE, INCREASE EFFICIENCY by Grace Bauer Are you getting tons of interruptions every day? Are you questioning why employees are coming to you when you know that the...

Workers Comp Claims Management Best Practices

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This document by Monte Gale illustrates the 'Magic Bullet' for cutting Workers Comp losses prospectively by 20% to 50% for those who’ve often said, 'There’s no magic bullet'

Workers Comp Underwriting Trends

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WORKERS COMP UNDERWRITING TRENDS by David Blessing and Tom McLaughlin At the end of the last decade, most companies weren't focusing on changing their Workers Compensation programs. Prices had ...

Workflow Compliance

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WORKFLOW COMPLIANCE by Laura Nettles Workflow is certainly the buzzword these days. Everyone's looking to streamline ...

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. ...

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