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automation system
Articles tagged with automation system
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SAMPLE JOB DESCRIPTION: COMMERCIAL CSR Every position in the agency should have a written job description. An ideal job description contains the following elements: 1. Position title ...
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10 BASIC PLANNING INITIATIVES THAT WILL ADD TO YOUR BOTTOM LINE by Ken Buehler The need for planning has never been greater. While planning focuses on profit...
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10 TIPS FOR RENEWAL RETENTION by Ken Buehler Much has been said and written about the costs of acquiring new business. These costs are so high that it's essential to retain t...
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10 TIPS FOR RENEWAL RETENTION by Ken Buehler Follow these guidelines and watch your retention rate (and bottom line) grow. Much has been said and written about the costs ...
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11 SUREFIRE TACTICS TO GAIN CONTROL OF RECEIVABLES by Ken Buehler If you have a receivables problem, now is the best time to contain it. Most agencies with receivables problems believe th...
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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 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 CLAIMS PROCEDURES: A TIME TO SHINE by Lois Van Horn Insurance agents sell clients a promise-an intangible product. It is nothing they can hold or enjoy and probably what someone told...
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AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...
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ASK EMPLOYEES FOR SUGGESTIONS ON IMPROVING PERFORMANCE Paul Serwinek, Ph.D. A...