A CORPORATE FOCUS ON RISK MANAGEMENT OR 'YOU DON'T KNOW WHERE YOU'RE GOING UNTIL YOU KNOW WHERE YOU'RE AT' by Alan Bland, AIIC OSHA, WHMIS, CERCLA, ERISA? What do they all mean? If you a...

CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)

COMMERCIAL INSURANCE RENEWAL PROCEDURE We divide commercial accounts into Regular Commercial Accounts and Special Commercial Accounts. The determination of the classification of the accounts dep...

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...