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insureds
Articles tagged with insureds
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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 ...
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TWO OFTEN-OVERLOOKED E&O EXPOSURES by Chris Burand Chris Burand identifies two exposures that many agencies are failing to guard against because theyre unaware of them. E&O...
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WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...
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WHEN CLAIMS PRACTICES FAIL By Roy Phillips When one of your carriers handles a claim poorly, everyone suffers particularly you, the agent. From a product and servic...
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The book of Life/benefits business springing from your P/C business can be as valuable as, or even more valuable than, your P/C book. For this reason alone, identifying who owns that book under all conditions is important.
Two parties might challenge your ownership: Life producers and Life carriers.
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PERSONAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...
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PERSONAL INSURANCE NEW BUSINESS PROCEDURE Once a customer has placed the coverage with the agency, what that agency does in the next 30 days will probably determine the long term or short term r...
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WORKING TOWARD THE PERFECT LIFE OPERATION If you could design the perfect program for Life production in a P/C agency, what qualities would it have? See if this matches yours: 1) PROFIT-lots of it; ...
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WORKING WITH A TELEMARKETING SERVICE By Paul A. Robinson Telemarketer-supplied leads are among the best sources of prospects for our agency. They represent quality leads for us: 70%...