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IS YOUR AGENCY SENDING POLICIES ELECTRONICALLY? by Curtis Pearsall Electronic transmission of policies to clients has become far more common during the last couple of years -pro...
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When I ask agency owners this question I get mixed responses that fall mainly into three categories:
“No, but we have not changed our website in years and need to ASAP and get more traffic
“No. We spent a lot of money and time on a recent redesign, but we are not getting the results we expected.”
“Well, we recently redesigned and we like the look of it, it’s cool, but it doesn’t seem to be working for us in terms of traffic.”
The common theme among all of them is this ROI – “We are not getting great results.”
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IS YOUR WEB SITE A POTENTIAL E&O HEADACHE? by Curtis Pearsall Does your agencys Web site present a potential Errors & Omissions headache? The answer could be yes. How...
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The international insurance market offers a variety of benefits to independent agents and brokers. It provides a perfect tool for solidifying your Commercial Lines accounts and insulating them from inroads being made by alphabet house brokers. International insurance operations also offer an entree to new product lines and markets that will expand your facilities abroad. For example, U.S. agents can introduce their expertise in such lines as Auto, Medical, Surety, and Workers' Compensation to third-world countries that are privatizing these coverages. Canadian brokers can expand their expertise in out-of-country private Medical insurance and, potentially, Workers' Compensation.
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Nearly all agency systems and procedures revolve around the use of Agency Management Systems and other third-party software. Proper training and usage of these systems will result in reducing Errors and Omissions losses. There are nine steps that an agency should take.
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LAPTOPTRAVEL TIPS by Jack Fries ('...
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LEARNING TO MANAGE E-MAIL by Steve Anderson Communicating with someone used to be easy. You could just pick up the phone and give them a call, or sit down and write a note. Fast forward a...
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LinkedIn IMPROVEMENTS by Steve Anderson LinkedIn is one of our favorite tools for researching and finding information about prospects and clients. Over the last several months, LinkedIn h...
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MANAGEMENT INFORMATION SYSTEMS by E. Al Diamond How do you know if your agency is doing well? Some agents subscribe to the 'checkbook philosophy.' Their answer is, 'If I can pay a...
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MANAGING AGENCY E-MAIL SYSTEMS by Steve Anderson To do business today, you need Internet access and individual E-mail accounts for every person in your agencyThistool needs to b...