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11 Surefire Tactics To Gain Control Of Receivables

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11 SUREFIRE TACTICS TO GAIN CONTROL OF RECEIVABLES by Ken Buehler If you have a receivables problem, now is the best time to contain it. Most agencies with receivables problems believe th...

Are Multi-Year Policies Really A Good Choice?

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ARE MULTI-YEAR POLICIES REALLY A GOOD CHOICE? by Gary Griffin Although multi-year insurance contracts are not new, they seem to be garnering much interest lately. The renewed interest in these polic...

Binder Billing - Existing Account

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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...

Binder Billing - New Account

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BINDER BILLING - NEW ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the policy is ...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

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