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certificates
Articles tagged with certificates
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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 ...
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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...
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CompleteMarkets Editor, IIABA Virtual University Faculty IIABA Virtual University Faculty
4/30/2013 10:36:58 PM
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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...
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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 ...
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CompleteMarkets Editor, IIABA Virtual University Faculty IIABA Virtual University Faculty
4/30/2013 10:36:58 PM
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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...
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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.
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A sample merger agreement between two insurance agencies.
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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 ...
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TAKE YOUR WORKFLOWS TO THE NEXT LEVEL by Laura Nettles In this article, Laura Nettles has taken her checklist, Ch...
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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...