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cancellation
Articles tagged with cancellation
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CHANGE SERVICEPROCEDURES THROUGH PARADIGM THINKING by Mary Beth Bolen Paradigms are the rules, standards, and boundaries within which we live and work. With todays volatile e...
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.
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COMMERCIAL LINES DEREGULATION: E&O FRIENDLY? by Curtis Pearsall It's evident that many state legislatures are taking up the issue of Commercial Lines deregulation. There are many benefits to d...
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E&O ISSUES AND RECOMMENDATIONS by Grace Bauer We get so caught up in our daily crises and day-to-day workloads that we often don't have the time to take a good look at how our agency is ha...
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My E&O classes include discussion on claims frequency by line of business. When I bring up the issue of Life insurance, many folks have trouble identifying...
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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...
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We've all read about excellence, heard about excellence, talked about excellence, and quite frankly may be sick to death of excellence because the parameters...
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IMPLEMENT THE RIGHT PROCEDURES TO RAISE REVENUE by Grace Bauer Is your agency using step-by-step procedures to train its employees? Has it reviewed its procedures to make sure they save tim...
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KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...