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Agency Automation: E&O Friend Or Foe? — Part 1: Download

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CompleteMarkets Editor, Curtis Pearsall 4/30/2013 10:44:07 PM
AGENCY AUTOMATION: E&O FRIEND OR FOE? Part 1: DOWNLOAD by Curtis Pearsall Most agency owners and staff would agree that adv...
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Agency Productivity Levels Continue To Improve

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CompleteMarkets Editor, Carol Hammes 4/30/2013 10:36:15 PM
AGENCY PRODUCTIVITY LEVELS CONTINUE TO IMPROVE by Carol Hammes Despite the ongoing soft market in Commercial lines, the average insurance agency continues to show improvement in productivity lev...
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Go Beyond Established Standards In Servicing

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CompleteMarkets Editor 12/27/2013 12:00:00 AM
We've all read about excellence, heard about excellence, talked about excellence, and quite frankly may be sick to death of excellence because the parameters...
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Public Safety

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CompleteMarkets Editor 4/30/2013 10:40:32 PM
PUBLIC SAFETY In addition to providing a safe environment and workplace for employees, businesses must provide for the safety of the public. Who Is 'The Public'? This may include custom...
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Track Renewal Workflow

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CompleteMarkets Editor, Grace Bauer 4/30/2013 12:00:00 AM
TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...
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Work Flow Procedures Manual-Commercial Endorsement Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...
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