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Articles tagged with files


Planning for Obsolete Media

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Electronic document storage is an issue that every agency should address as part of their management process. Steve Anderson offers some ideas to help you stay ahead of the storage curve.

Producer Agreement

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AGREEMENT made and entered into this ____ day of ____________, 20__ by and between [NAME OF INSURANCE AGENCY], a [State] corporation having a principal place of business in [City, State], (hereinafter the 'Agency') and _____________ of ____________, [State] (hereinafter the 'Producer').

Staffing Smart

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STAFFING SMART by Roy Phillips Agency profitability can start with well-trained, well-compensated customer service reps who know their jobs. Reasonable expense ratios can be the difference b...

Suspense System Control

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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 ...

The Agency Database

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THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they ad...

Transactional Filing, 1

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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...

Two Claims Scenarios Show Value Of Electronic Processing

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TWO CLAIMS SCENARIOS SHOW VALUE OF ELECTRONIC PROCESSING by Sharon Cunningham If you have any doubt about your automation systems ability to improve your agencys claim...

Understand Your E-Mail: Xobni

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UNDERSTAND YOUR E-MAIL: XOBNI by Steve Anderson A new, free plug-in module for Outlook called Xobni (pronounced 'ZOB-nee,' which is inbox spelled backwards) adds some social-networking ...

Work Flow Procedures Manual-Commercial Audit Procedure

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COMMERCIAL INSURANCE AUDIT PROCEDURE In most agencies, audits are processed much like all other types of mail. Because of the adverse financial impact that an audit can have upon an agency, it i...

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