additions

Articles tagged with additions


Are Your CSR's Selling More Yet?

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ARE YOUR CSRsSELLING MORE YET? by Grace Bauer Are you maximizing your agencys ability to touch your clients? In this article Grace Bauer offers guidelines t...

Are Your Homeowners Accounts Insured To Value?

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ARE YOUR HOMEOWNERS ACCOUNTS INSURED TO VALUE? by Curtis Pearsall Youve decided to add a family room to your house with big bay windows, and French doors opening onto a back garden. Y...

Build Customer Confidence And Loyalty For The Long Term

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BUILD CUSTOMER CONFIDENCE AND LOYALTY FOR THE LONG TERM by Mary Beth Bolen Historically, it's been fairly easy to write and renew coverage on an account for one to three years, after which th...

Customer Contact Using The 20/60/20 Rule

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CUSTOMER CONTACT USING THE 20/60/20 RULE by Paige Proctor Effective customer contact in Personal Lines and small Commercial Lines always presents a dilemma. You know you should make reasona...

Encourage Clients To Read Their Policy

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ENCOURAGE CLIENTS TO READ THEIR POLICY by Curtis Pearsall Although E&O claims happen with regularity, theres no doubt that agencies play a significant role in the direction that th...

Finding The Right CSR

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FINDING THE RIGHT CSR by William Vericker Where, and what, to look for hiring quality CSRs. When clients call, e-mail, or visit your agency, they count on someone to service their bus...

Replacing An Old Policy With A New One — Part 3

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REPLACING AN OLD POLICY WITH A NEW ONE PART 3 by Richard Weber The previous article in this series reviewed the first two sections of the RQ. In this document, Richard Weber ...

Setting Up Review - "I'll Call"

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Dear (Customer Name): BECAUSE YOU'RE AN IMPORTANT MEMBER OF OUR AGENCY FAMILY . . .I'd like to take a few minutes to discuss your ( ) policy...

Work Flow Procedures Manual -Personal Endorsement Procedure

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PERSONAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...

Work Flow Procedures Manual-Commercial Endorsement Procedure

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COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...

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