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agency automation
Articles tagged with agency automation
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AGENCY AUTOMATION IN THE 21ST CENTURY by Al Diamond Make your agency management system work for you, your clients - and your carriers. Have you noticed that carriers ...
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AGENCY AUTOMATION: AN E&O RESOURCE by Ken Buehler Are you getting everything you should out of your agency automation system? This document by Ken Buehler examines some of the automation pit...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 3 TRANSACTIONAL FILING by Curt Pearsall Many agencies largely misunderstand transact...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 1: DOWNLOAD by Curtis Pearsall Most agency owners and staff would agree that adv...
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 2: UPLOAD by Curtis Pearsall The previous article discussed the issue ...
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The previous three articles in this series dealt with automation as it pertained to an agency's processing work. This article by Curtis Pearsall will examine how several aspects of automation can help reduce your E&O exposure.
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AGENCY AUTOMATION: E&O FRIEND OR FOE? PART 5 by Curt Pearsall The previous four articles have explored E& O issues related t...
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AGENCY AUTOMATION: FRIEND OR FOE PART 6 by Curt Pearsall In this last of this six-part series focusing on automation, Curt Pearsall examines the issues involved in protecting yourself...
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AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're loo...
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ARE YOU REALLY DERIVING BENEFITS FROM AUTOMATION? by Sharon Cunningham Although many agencies have invested heavily in automation systems, many firms have yet to deri...