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csrs
Articles tagged with csrs
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SAMPLE JOB DESCRIPTION: COMMERCIAL CSR Every position in the agency should have a written job description. An ideal job description contains the following elements: 1. Position title ...
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10 WAYS TO IMPROVE IN-HOUSE TELEMARKETING by Peter Belanger Follow these proven principles and watch your telemarketing program grow sales and earnings. The mistakes that agen...
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Suppose a local bedroom community just finished an Insurance Services Office (ISO) public protection classification inspection and was...
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In this day of big business chicanery and consumer suspicion (not to mention big business suspicion of consumer chicanery), it might do a CSR good to brush up on ethical...
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ACCOUNT ROUNDING BY CSRs by Ralph Manfredi In this article, Ralph Manfredi focuses on a proven system for turning service into sales and profits. Learn how to turn every service...
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ACCOUNTING AUDITS AND REVIEWS: WORTH THE EXPENSE by Chris Burand Agencies can avoid a lot of grief by obtaining annual accountants reviews or audits. An audit can catch inno...
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If (when) your agency faces E&O litigation, you’ll need to provide admissible evidence to the court. Laws are standard in most states, with six requirements for the admissibility of evidence. To give your agency the best chance of winning an E&O judgment, you need to comply with these practices:
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AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...
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ARE PARTS OF YOUR AGENCY IMMUNE FROM E&O CLAIMS? by Curtis Pearsall In my recent travels, an agent asked me what areas of an agency cause the most E&O claims. I commented that the majority of cl...
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ARE YOU A PRODUCER OR A CSR? by Grace Bauer There are plenty of producers out there who are really CSRs. Are you one of ...