guidelines

Articles tagged with guidelines


What To Do When A Customer Complains

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No matter how hard you try, customers will find fault with you or your staff. How you handle those complaints will determine your account retention and customer satisfaction rate. Here are three key guidelines to help the cause.

Unfortunately, all too many office meetings get off track all too easily. Check out this list of common meeting headaches and how you can avoid them:

Why Some Fear Social Media

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WHY SOME FEAR SOCIAL MEDIA by Maribeth Kusmeski Compliance departments of financial services firms are up in arms because of industry rules requiring them to retain records of all the soc...

Work Flow Procedures Manual -Personal Binder Billing Agency Bill

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PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...

Work Flow Procedures Manual-Commercial Binder Billing - Reg Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...

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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