For insurance buyers, insurance agents and insurance wholesalers!For insurance buyers, insurance agents and insurance wholesalers!

business procedure

Articles tagged with business procedure

Work Flow Procedures Manual- Commercial New Business Procedure

This content has not been rated yet.

CMEditor
CompleteMarkets Editor 4/30/2013 10:40:51 PM
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...
All Articles by CompleteMarkets Editor
Comments (0)

Work Flow Procedures Manual -Personal New Business Procedure

This content has not been rated yet.

CMEditor
CompleteMarkets Editor 4/30/2013 10:40:51 PM
PERSONAL INSURANCE NEW BUSINESS PROCEDURE Once a customer has placed the coverage with the agency, what that agency does in the next 30 days will probably determine the long term or short term r...
All Articles by CompleteMarkets Editor
Comments (0)
Search Articles/Libraries 
Select a Category
Choose a Content Package