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Articles tagged with access
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HOW DOES YOUR STAFF LEARN BEST? by Monica Woldring Most people have found that they learn things easiest when using one learning method. For example, in order to learn how to use a computer...
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IF THE NICHE FITS: DESIGNING THE NICHE PROGRAM QUESTIONNAIRE by Andy Barile You've done your research and have assessed the potential of a niche insurance marketing program thoroughly....
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IMAGING: A POWERFUL TOOL TO INCREASE PRODUCTIVITY by Sharon Cunningham Use these guidelines to implement a comprehensive imaging system. Many agencies are testing ...
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INFORMATION NETWORKS: BUSINESS AS (UN)USUAL by Jack Fries The spread of information networks has already driven some fundamental changes in the way large companies do business. As those n...
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INTRANETS: YOUR OFFICE EFFICIENCY TOOL by Steve Anderson Use these guidelines to create an effective, user friendly online information exchange system. Every agency needs t...
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Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client database. Gathering meaningful data that you can regularly manipulate is the key to successful database management.
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Instead of hiring telemarketers to work within your agency just for you, you could choose to pay an outside vendor to provide telemarketing services. These...
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NONDISCLOSURE AND CONFIDENTIALITY AGREEMENT AGREEMENT made this ____ day of ________, 20__, by and between THE SELLER INSURANCE AGENCY, INC., a Massachusetts corporation having its principal pl...
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PROTECT PRIVATE INFORMATION FROM OUTSIDERS AND INSIDERS! by Steve Anderson Steve Anderson presents three recent events that demonstrate clearly that protecting the privacy of cli...
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To serve your clients more effectively, grow your business, and match your competitors, you need the most effective website. Whether you’re planning a new site, reviewing an existing one, or developing an Internet-based marketing strategy, I’d recommend these guidelines: