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Work Flow Procedures Manual- Commercial New Business Procedure
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CompleteMarkets Editor
4/30/2013 10:40:51 PM
COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...
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Work Flow Procedures Manual -Personal Binder Billing Agency Bill
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CompleteMarkets Editor
4/30/2013 10:40:51 PM
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. ...
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