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Articles tagged with definition
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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...
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ADJUSTERS SAY THE DARNEDEST THINGS by Bill Wilson Its inexcusable when a claim is denied for no other reason than 'Its not covered.' The insured is owed a reason for a clai...
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CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d...
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CUSTOMER SERVICE REPORT CARDS by Dave Kahle Although almost every agency claims to give better service than their competition nobody seems to be able to define 'better service.' And since ...
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CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...
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EXPLAIN HIGH PRICES Dear (Customer Name): UP, UP, AND AWAY . . . unfortunately, that's where insurance costs seem to be heading these days. More and more people are suing America...
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FIDUCIARY RESPONSIBILITY Dear (Customer Name): How do you know if you have the right Fiduciary Liability policy? Take the insurance buyers' ERISA quiz: ...
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GET THE RIGHT VALUATION IN A BUY-SELL TRANSACTION by Chris Burand Valuing an agency can be a highly complex process. Who will read the valuation report? Unl...
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IS THIS STILL YOUR FATHER'S AGENCY? by Pegi Flahault To paraphrase an automobile advertising slogan: Is this still your father's agency? Are you trying to run the agency the same way it was ru...
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NEW S CORPORATION RULING: AVOID TERMINATION TRAP by Irving Blackman Is your company an S corporation or thinking of becoming one? S corporation status is the usual choice for most closely held b...