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Suspense System Control

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CompleteMarkets Editor, Mary Beth Bolen 4/30/2013 12:00:00 AM

SUSPENSE SYSTEM CONTROL by Mary Beth Bolen A well-run suspense system means better customer service, more cost-effective operation, and a stronger bottom line. When clients call with ...

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Work Flow Procedures Manual -Personal Renewal Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM

PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

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