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personal lines
Articles tagged with personal lines
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Roughly defined, disintermediation means removal of the middle man. Do a linear projection based on historical forces and you'll conclude that the disintermediation of the agent from the Personal lines process is inevitable. After all, when Warren Buffet, Conning & Company, banks, large insurance companies, and others agree on something, they must be correct, right?
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E&O ISSUES AND RECOMMENDATIONS by Grace Bauer We get so caught up in our daily crises and day-to-day workloads that we often don't have the time to take a good look at how our agency is ha...
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E&O: 15 ISSUES AND RECOMMENDATIONS by Grace Bauer How can you protect your agency against E&O claims? In working with agencies throughout the United States during the past 11 years,...
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EIGHT STEPS TO HIRING A PRODUCER by John Jaques Use this proven system to recruit, screen, and monitor star producers. Adding a new producer often results in failure for both the ag...
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Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.
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EMERGING E&O LOSS EXPOSURES by Ken Buehler With so many new concepts, new types of business, and changes in existing insurance products, insurance agents need to be more diligent than ever i...
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ESTABLISHING A MARKETING DEPARTMENT - AND WHO SHOULD RUN IT by Catherine Oak and Bill Schoeffler Agencies that establish an effective centralized marketing department as...
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EVALUATING PRODUCERS by Catherine Oak The more effectively your agency evaluates and manages producers, the better for them and you. Whos responsible for sales managem...
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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...
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FOCUS ON CLIENT SERVICE by Carol Hammes It always seems as though theres good news and bad news in this industry. For agencies dealing with insurance company financial problems and th...