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Articles tagged with checklist

Managing Small Accounts

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CompleteMarkets Editor, Carol Hammes 4/30/2013 10:36:15 PM
MANAGING SMALL ACCOUNTS by Carol Hammes Most independent insurance agencies consistently receive between 15% and 25% of their total revenues from their 10 largest accounts. If you think that your ...
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Retention And Renewals: Two New Steps For Producers And CSR's

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CompleteMarkets Editor, Preston Diamond 4/30/2013 12:00:00 AM
RETENTION AND RENEWALS: TWO NEW STEPS FOR PRODUCERS AND CSRs by Preston Diamond The higher your agencys referral and renewal rate, the stronger your bottom line. In this docume...
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Take Your Workflows To The Next Level

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CompleteMarkets Editor, Laura Nettles 4/30/2013 10:43:12 PM
TAKE YOUR WORKFLOWS TO THE NEXT LEVEL by Laura Nettles In this article, Laura Nettles has taken her checklist, Ch...
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Tools For Commercial Renewal Handling

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CompleteMarkets Editor, Gil Simonds 4/30/2013 10:45:45 PM
TOOLS FOR COMMERCIAL RENEWAL HANDLING by Gil Simonds Commercial P/C agencies have been using a variety of renewal checklists for years. The checklist shown in conjunction with this articl...
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Track Renewal Workflow

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...
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What About The Yearly Account Review?

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...
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