csr

Articles tagged with csr


Backlog! Are You Keeping Up?

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BACKLOG! ARE YOU KEEPING UP? by Grace Bauer Does your office have a serious backlog problem? If you answered 'no' to this question, think again! Most of the offices I talk to every...

Beyond The "Alpha Split": New Ways To Distribute Work Loads

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BEYOND THE 'ALPHA SPLIT': NEW WAYS TO DISTRIBUTE WORK LOADS by Raymond Keating Check out these alternatives to the traditional alpha split of Commercial Lines service. A cus...

Cement Relationships To Build Retention

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CEMENT RELATIONSHIPS TO BUILD RETENTION Service today should center on building lasting relationships-with the customer and with the companies the agency represents. Two fundamental types of CSR con...

CERTIFICATES OF INSURANCE, BINDERS AND EVIDENCES OF INSURANCE: WHATS THE DIFFERENCE? by Chris Burand I visit many agencies and interview hundreds of customer service representative...

Change Service Procedures Through Paradigm Thinking

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CHANGE SERVICEPROCEDURES THROUGH PARADIGM THINKING by Mary Beth Bolen Paradigms are the rules, standards, and boundaries within which we live and work. With todays volatile e...

Checklists Protect Against Errors And Omissions

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CHECKLISTS PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer I recently got to babysit my two nephews for four days. My sister gave me a long list of daily things to do as well as rules t...

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Communicating Insurance Jargon

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COMMUNICATING INSURANCE JARGON Good communication skills are necessary to satisfy clients' needs-and that is the most important part of a CSR's job. A common barrier to good communication, an...

Company Underwriting Communication

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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes. How often have you p...

Compensation: Module Iii-B

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COMPENSATION: MODULE III-B INTRODUCTION Producers and CSRs must be compensated for Life production, but how? It seems there are as many ways to structure a compen...

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