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Articles tagged with client files

Agency/Broker Profile Form

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...
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Are Your CSR's Selling More Yet?

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
ARE YOUR CSRsSELLING MORE YET? by Grace Bauer Are you maximizing your agencys ability to touch your clients? In this article Grace Bauer offers guidelines t...
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Inventory Your Assets

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CompleteMarkets Editor, Mitch Axelrod 6/5/2013 12:00:00 AM
INVENTORY YOUR ASSETS by Mitchell Axelrod Take an asset inventory, using the attached worksheets to lift your leverage-ability and vault your value-ability. The first is a Business Streng...
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Managing The Claims Handling Process

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CompleteMarkets Editor, Catherine Oak 4/30/2013 10:43:49 PM
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Managing The Claims Handling Process

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CompleteMarkets Editor, Catherine Oak 4/30/2013 10:43:49 PM
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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Outside Telemarketing Firm Use

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CompleteMarkets Editor 7/31/2014 12:00:00 AM
Instead of hiring telemarketers to work within your agency just for you, you could choose to pay an outside vendor to provide telemarketing services. These...
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The Role Of Life In A Merger

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CompleteMarkets Editor 4/30/2013 10:40:04 PM
THE ROLE OF LIFE IN A MERGER Recently, we discussed the role and potential of Life/Health production in agency clusters. Related but different factors are involved in the buying, selling...
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