clients

Articles tagged with clients


Offering Risk Management Services To Clients

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OFFERING RISK MANAGEMENT SERVICES TO CLIENTS Two successful agents focus on the benefits of providing risk management. Bob Schmitt FIMS, Inc. Rockford, IL The current bus...

Online Invoices Get Paid Twice As Fast

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ONLINE INVOICES GET PAID TWICE AS FAST by Steve Anderson Web-based invoices that give recipients the option to pay online result in payments being made twice as fast as those that don...

Outdated Insurance

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Dear (Customer Name): It's frightening how quickly things change. Take your insurance policy. You may have signed it yesterday, but it could already be outdated. New legislation...

Outsource Claims Management & Realize Reduced Costs

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OUTSOURCED CLAIMS MANAGEMENT ONE WAY FOR AGENCIES AND CARRIERS TO REDUCE COSTS AND IMPROVE SERVICE by Paul Di Stefano and G. Edward Kalbaugh Within most agencies and insurance companies, cla...

Outsourcing Public Relations And Marketing

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It’s often difficult for an agency to hire an in-house PR specialist. And assigning PR responsibilities to an existing employee has its drawbacks. This document by Henry Stimpson examines the advantages and disadvantages to hiring an out-sourced PR consultant.

Paying Your Ad Agency: Getting Your Money's Worth

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When it comes to paying for a professional service, most of us are skeptical when the bill arrives in the mail.

Peos: Do They Have You Coming, Or Going?

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PEOS: DO THEY HAVE YOU COMING, OR GOING? by Eric Moberg Is your agency equipped to handle the additional responsibilities of administering PEOs to your Commercial clients? This doc...

Personal Lines Disability

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PERSONAL LINES DISABILITY Dear (Customer Name): Your car . . . your home . . . your personal possessions . . . all are insured. But have you insured that which makes all those things possible - your...

Personal Lines Records Increase Revenue!

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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...

Personal Planning For Success

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PERSONAL PLANNING FOR SUCCESS by Mary Beth Bolen Here's a short quiz. Answer True or False: 1. Success is only for the educated or favored; it is discriminatory. 2. Success doesn't...

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