agency relationship

Articles tagged with agency relationship


Account Rounding By Csrs

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ACCOUNT ROUNDING BY CSRs by Ralph Manfredi In this article, Ralph Manfredi focuses on a proven system for turning service into sales and profits. Learn how to turn every service...

BANKS AND P/C AGENCIES REALITY CHECK PART II: MEET THE PEOPLE CHALLENGE by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if t...

BANKS AND P/C AGENCIES REALITY CHECK PART III: IMPLEMENT THE PLAN by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

Combining Insurance And Financial Services: Reality Check

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COMBINING INSURANCE AND FINANCIAL SERVICES: REALITY CHECK by Carol Hammes After the Barnett decision in Florida and the subsequent passage of the Gramm-Leach-Bliley Financ...

Company Underwriting Communication

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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes....

Company Underwriting Communication

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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes. How often have you p...

Csr Job Titles

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CSR JOB TITLES by the IIABA Virtual Faculty For eons (it seems), the persons who directly serviced clients in the agency have been referred to as Customer Service Representatives (...

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