What Is Customer Service? Customer service in an insurance agency consists of four specific functions: Processing, professional advice, production, and positive communication.

ARE YOUR CSRS PROVIDING REAL CUSTOMER SERVICE? by Jack Fries Are your CSRs doing what you expect? How do your customers perceive the service that theyre receiving? Does the l...

ARE YOUR HOMEOWNERS ACCOUNTS INSURED TO VALUE? by Curtis Pearsall Youve decided to add a family room to your house with big bay windows, and French doors opening onto a back garden. Y...

I recently read four news items that relate to how consumers perceive Life insurance:
Insurance companies are “horrible” at getting people to understand what they’re talking about.
Surveys show that insurers are at, or near, the bottom of simplicity ratings.
More than 60% of people who own Life insurance have no idea what they own or how it works; and 29% said that although they need more insurance, no one has asked them about it.
More than one in four (26%) of Americans prefer to buy Life insurance through the internet, mail, or over the phone.

ARE YOUR PRODUCERS SUBSIDIZED? by Chris Burand If you dont think youre subsidizing your producers, you might need to think again. The average agency spends b...

FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 3 Q: I'm currently working on a case that has several named defendants. Recently, I received a telephone call from an investigator who h...

ASK AN EXPERT: PRODUCER lsquo;NON-COMPETE AGREEMENTS by the IIABA Virtual University Faculty The terms 'Non-Compete,' 'Non-Solicitation,' and 'Non-Piracy' are often used in...

ASKS FOR REFERRALS Dear (Customer Name): You've been a valued customer for years at (Your Agency Name). As a discerning client, you recognize quality service. (Your Agency Name) is concerned w...

ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...

Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...