binder number

Articles tagged with binder number


Binder Billing - Existing Account

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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...

Binder Billing - New Account

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BINDER BILLING - NEW ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the policy is ...

Suspense System Control

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SUSPENSE SYSTEM CONTROL by Mary Beth Bolen A well-run suspense system means better customer service, more cost-effective operation, and a stronger bottom line. When clients call with ...

Work Flow Procedures Manual- Commercial New Business Procedure

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COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...

Work Flow Procedures Manual -Personal Binder Billing Agency Bill

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PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...

Work Flow Procedures Manual-Commercial Binder Billing - Reg Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

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