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agency management systems
Articles tagged with agency management systems
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ACCOUNTING VS. THE FRONT OFFICE by Gail Franzen Is there friction in your office between your accounting department and your service staff? Gail Franzen advises you to tackle ...
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AGENCIES ARE GETTING HELP THESE DAYS! by Grace Bauer Every agency I talk to these days wants help. 'How can we be better?' 'How can we stay in touch with the client?' 'How can w...
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AGENCY FINANCIAL MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency owners are former producers, they seldom have financial management expertise. This article focuses ...
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AUTOMATION'S IMPACT ON MERGERS AND ACQUISITIONS by Angela Bemiss The agency management system of both players plays a critical role in making the deal. With so many agenc...
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Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.
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CUSTOMER PROFILING by Al Diamond Although most agency management systems offer the potential to profile customers, relatively few agents complete, update, or use their customer profiles effecti...
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DISASTER PLANNING FOR AGENTS by Steve Anderson If we arent prepared to deal with a disasters effects on our own operations, we wont be in a position to help our cli...
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E-commerce is influencing the insurance industry in subtle ways. Instead of being a dramatic paradigm shift, it seems to...
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GROW REVENUES OR SHRINK EXPENSES: HOW TO IMPROVE AGENCY PROFESSIONALISM by Elizabeth Miller Although weve seen many agencies enjoy tremendous profits over the years, Elizabeth Miller believ...
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HARD MARKET STRATEGIES by G. Edward Kalbaugh During this hard market, some agencies have been forced to sell, merge, or reduce operations considerably. Other agencies are making the most ...