csr

Articles tagged with csr


Tools For Commercial Renewal Handling

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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...

Track Renewal Workflow

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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...

Training Tips

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TRAINING TIPS by Karen Flaherty How to meet the challenges and opportunities of training a new employee. During your career as a CSR, youll be asked (probab...

Training: Module Iii-C

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TRAINING: MODULE III-C INTRODUCTION The following section covers both producer and CSR training. By going through this section, you will be able to take an inexpe...

Transition From The P/C To The Life Sale: Module Iv-C

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TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...

Two Claims Scenarios Show Value Of Electronic Processing

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TWO CLAIMS SCENARIOS SHOW VALUE OF ELECTRONIC PROCESSING by Sharon Cunningham If you have any doubt about your automation systems ability to improve your agencys claim...

USE ELECTRONIC FILING TO BOOST SALES, CUT COSTS, AND IMPROVE SERVICE by Jack Fries If youre not paperless, your agency, employees, and especially your customers, are ...

Use Online Tools To Enhance Customer Loyalty

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USE ONLINE TOOLS TO ENHANCE CUSTOMER LOYALTY by Patricia Berry We know that effective service increases the lifetime value of a customer by escalating future sales through repeat...

Using Automation Systems To Measure CSR Performance

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USING AUTOMATION SYSTEMS TO MEASURE CSR PERFORMANCE by Karen Flaherty Your agency management system offers a number of tools for evaluating CSRs. Many agencies are using their aut...

What Does An Agency Owe Its Producers?

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WHAT DOES AN AGENCY OWE ITS PRODUCERS? by Chris Burand This is the softest market the P/C industry has ever experienced. To thrive, agencies must eliminate waste, work harder, and work sm...

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