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account review

Articles tagged with account review

Agency Ownership Changes Call For Extra Customer Tlc

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CompleteMarkets Editor, Emily Huling 4/30/2013 10:36:34 PM
AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handlin...
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Backlog! Are You Keeping Up?

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
BACKLOG! ARE YOU KEEPING UP? by Grace Bauer Does your office have a serious backlog problem? If you answered 'no' to this question, think again! Most of the offices I talk to every...
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Live The Care In Customer Care!

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
LIVE THE CARE IN CUSTOMER CARE! by Grace Bauer You probably have a clear idea of what you expect from your producers. What about your support staff? Do you have procedures for your rece...
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Review And Renew

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CompleteMarkets Editor 4/30/2013 10:38:56 PM
REVIEW AND RENEW: CLIENT SERVICE AS A RETENTION TOOL Today's busy consumer prefers one-stop shopping to running around town in search of...
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That Personal Touch

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...
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What About The Yearly Account Review?

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...
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