certificate of insurance

Articles tagged with certificate of insurance


Are You An Insured Under Your E&O Policy?

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ARE YOU AN INSURED UNDER YOUR E&O POLICY? by Curtis Pearsall When comparing one E&O policy against another, you may be looking at which acts are covered, whether 'full prior acts' is provide...

CERTIFICATES OF INSURANCE, BINDERS AND EVIDENCES OF INSURANCE: WHATS THE DIFFERENCE? by Chris Burand I visit many agencies and interview hundreds of customer service representative...

Certificates Of Insurance: Best Practices

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CERTIFICATES OF INSURANCE: BEST PRACTICES by Curtis Pearsall Certificates of insurance have been around for a long time. So why, after all these years, are they causing such an uproar? At...

E&O Security In The 24/7 Agency

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E&O SECURITY IN THE 24/7 AGENCY by Virginia Bates If youre doing business around the clock, make sure to have effective E&O procedures in place. There was a five-car accident ...

I'M Going Golfing - Please Take Care Of This.

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'I'M GOING GOLFING - PLEASE TAKE CARE OF THIS.' by Curtis Pearsall 'I'm going golfing - please take care of this.' 'Take care of what?' I was going to respond. It was too late; he was a...

Work Flow Procedures Manual- Commercial New Business Procedure

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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...

Work Flow Procedures Manual -Personal Binder Billing Agency Bill

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PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

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