CLAIM PROCEDURAL GUIDELINES by Mary Beth Bolen Of all the things a customer service representative (CSR) does for clients, you and the agency are most directly affected by the clients' receptio...

ENHANCE BUSINESS IN DIFFICULT TIMES: MANAGE FINANCES by Brian Burke, ASA Successful agencies act in seven areas to enhance business during difficult economic times: marketing, prosp...

You've made the decision to form a captive premium finance company. You've also chosen to run your operation either by outsourcing to a third-party vendor or using software to run the operation in house. Chances are that your lending arrangement and state licensing are also in place. You're now ready to get started and you want to book your first loan. Before you open your doors for business, take a moment to consider some important factors in this new frontier of insurance premium financing.

QUESTIONS FOR INTERVIEWING AGENCY ACCOUNTING OR CFO CANDIDATES 1. How do you recommend we book direct-bill commissions-on an as-received basis or by accrual? This question has three parts: ...

SHOULD AGENCIES FOLLOW UP ON COMPANY NOTICES TO INSUREDS? by the IIABA Virtual University Faculty A company sends a premium notice to one of your e...