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checks
Articles tagged with checks
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HOW TO RECOGNIZE AND PREVENT FRAUD OR EMBEZZLEMENT by Alison Jones and Steve Flowers Many articles have been written about increasing an agency's income by instituting a formal planning proce...
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MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...
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MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...
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MANAGING THE CLAIMS HANDLING PROCESS by Catherine Oak These ABCs of claims handling can keep your E&O exposure under control. The claims function in an agency is usually handled by ...
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MANAGING THE CLAIMS HANDLING PROCESS by Catherine Oak The claims function in a firm is usually handled in one of two ways: 1. CSRs or the producers handle the client's claims from...
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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”
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PREVENT IDENTITY THEFT: BE AWARE, BE PROACTIVE, BE ASSERTIVE by Chris Wright An incorrect billing statement could be a simple error...
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REVIEWING THE ENTIRE SALES MANAGEMENT PROCESS by Tom Markley Successful sales management depends on how you answer eight questions. Selling is the act of negotiating between a co...
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SPREADING LIFE WEALTH AMONG EMPLOYEES by George Nordhaus Dave Warren of Dodge, Warren and Peters, Torrance, California has a whole new insight into how to get many people in the age...
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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 ...