cancellations

Articles tagged with cancellations


E&O Issues And Recommendations

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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...

Follow Up On Certificates Of Insurance

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FOLLOW UP ON CERTIFICATES OF INSURANCE by the IIABA Virtual Faculty Many insurers dont want their agents to copy them on certificates they issue. Other carriers have expr...

How To Cancel A Policy . . . Correctly

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HOW TO CANCEL A POLICY . . . CORRECTLY In this article, you'll learn the correct way to cancel a policy, either by returning the original policy or by using an appropriate ACORD form. You'll also d...

Keeping Accounts

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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...

Quality Customer Service Do We Walk The Talk — Or Just Talk?

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QUALITY CUSTOMER SERVICE DO WE WALK THE TALK OR JUST TALK? by Al Diamond At least once a month we encounter an agent with the unique problem of losing more customers than theyre ...

Surveys Substantiate Theory: Retention Equals Growth

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SURVEYS SUBSTANTIATE THEORY: RETENTION EQUALS GROWTH When striving to make an agency grow, most agency managers focus on increasing new business. But it's just as important to address improv...

The Overworked And Underpaid CSR

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THE OVERWORKED AND UNDERPAID CSR by Grace Bauer Agency principals need to realize how overworked and underpaid CSRs really are. Look around the office. Are employees coming in early to get ...

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