certificates

Articles tagged with certificates


Agency Guarantees That Work

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AGENCY GUARANTEES THAT WORK According to a Roper Report survey, a money-back guarantee is a much more effective advertising approach than a celebrity endorsement. Here's the breakdown of the survey ...

Are Parts Of Your Agency Immune From E&O Claims?

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ARE PARTS OF YOUR AGENCY IMMUNE FROM E&O CLAIMS? by Curtis Pearsall In my recent travels, an agent asked me what areas of an agency cause the most E&O claims. I commented that the majority of cl...

Automated Certificate Systems: How Accurate Are They?

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AUTOMATED CERTIFICATE SYSTEMS: HOW ACCURATE ARE THEY? by the IIABA Virtual University Faculty You issue a certificate using a carriers or a third party vendors aut...

Consumer Online Access: Help Your Customers Help You

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CONSUMER ONLINE ACCESS: HELP YOUR CUSTOMERS HELP YOU by Rick Morgan Technology has had a profound impact on our everyday activities from fueling our vehicles to preparing our food ...

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...

Lead Forms For Commercial Lines

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Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business.

Plan of Merger

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A sample merger agreement between two insurance agencies.

Suggested Schedule For Retention Of Business Records

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SUGGESTED SCHEDULE FOR RETENTION OF BUSINESS RECORDS KEY: 'P' means that the records should be retained permanently. Figures represent the number of years for retaining records. 'AT' means ...

Take Your Workflows To The Next Level

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TAKE YOUR WORKFLOWS TO THE NEXT LEVEL by Laura Nettles In this article, Laura Nettles has taken her checklist, Ch...

Technology And The Agency: A Primer

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TECHNOLOGY AND THE AGENCY: A PRIMER by Ken Buehler Recently I met with an agency that had a state-of-the-art computer system. The system did everything, and then some! ACORD certificates, bind...

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