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Articles tagged with case


$50 Million Life Insurance Sales Starts With P/C Agents

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$50 MILLION LIFE INSURANCE SALES STARTS WITH P/C AGENTS Life agents can learn much from the following Life case written by a mother-daughter team. It all started, the agents said, when another agent...

24-7 Service Pays

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24-7 SERVICE PAYS by Pegi Flahault A recent survey indicated that the vast majority of agents surveyed believed their customer base did not want 24/7 service, voice mail, e-mail or anyth...

After An Earthquake: A Red Cross Checklist

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AFTER AN EARTHQUAKE: A CHECKLIST FROM THE AMERICAN RED CROSS When preparing your family plan, fill in the blank lines on this page. Following an earthquake, check the boxes as you compl...

Agency Bill Vs. Direct Bill: Avoid Confusion

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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.

Agency Litigation Support Primer

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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

Agents Can Negotiate Contracts

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AGENTS CAN NEGOTIATE CONTRACTS by Chris Burand When it comes to re-negotiating company contracts, if you dont ask you dont get! Suppose you own an agen...

Alternative Dispute Resolution: The Latest Trends

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Claims professionals have become aware of the increasing use of Alternative Dispute Resolution (ADR) to re-solve insurance claims disputes.

About 95% of all cases are now resolved without a judge and jury. Insurance companies, once ready to battle most of their cases, are now immersed in a cost-conscious and cost-cutting business environment. Law firms also are feeling the impact of inflation and face the need of obtaining capital quickly. Clients also feel this need and press attorneys for quick action.

Approaching Friends For Referrals: II

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APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...

Ask A Licensed Private Investigator, Part 1

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FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 1 Q: Recently, I was discussing a suspicious claim with another investigator. He said it appeared that one of the parties in the loss was ...

Ask A Licensed Private Investigator, Part 3

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FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 3 Q: I'm currently working on a case that has several named defendants. Recently, I received a telephone call from an investigator who h...

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