dialogue

Articles tagged with dialogue


Claim Procedural Guidelines

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CLAIM PROCEDURAL GUIDELINES by Mary Beth Bolen Of all the things a customer service representative (CSR) does for clients, you and the agency are most directly affected by the clients' receptio...

Company Payment Obligations

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COMPANY PAYMENT OBLIGATIONS by the IIABA Virtual University Faculty In this document, the IIABA faculty examines a case in which an insured's account renewed in May, but the policies weren...

Consultants: Take A Look In The Mirror!

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CONSULTANTS: TAKE A LOOK IN THE MIRROR! by Mike Manes A consultant's work should go to the bottom line, not the bottom shelf. Mike Manes presents a set of quest...

Insurance Companies And Agencies: The Partnership Dream

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INSURANCE COMPANIES AND AGENCIES: THE PARTNERSHIP DREAM by Carol Hammes A proven way to develop a mutually beneficial relationship with your carriers. Most insurance companies have ...

Marketing Activity Routines

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This provides an outline of a client contact program for Marketing Representatives.

Questions Asked By P/C Agents Can Lead To Life Sales

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QUESTIONS ASKED BY P/C AGENTS CAN LEAD TO LIFE SALES Many large Life cases or benefits programs start with a few questions that any PC producer can incorporate into a fact-finding questionnaire. The ...

The Lost Art Of Broking

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THE LOST ART OF BROKING by Rob Ekern Write quality, profitable business in soft and hard markets alike. I was speaking with a broker several weeks ago about the importance o...

Training Programs: Five Steps To Success

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In today's knowledge economy, you need well-trained workers to leverage your bottom line. Training can be either technical or emotional...

What Usually Goes Wrong In An Office Meeting

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Are your office meetings successful or ineffective? Without proper planning and execution, they can end up wasting everyone’s time. Jack Fries offers solutions to nine common problems that can arise in office meetings.

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