policies

Articles tagged with policies


Churches - "Peace Of Mind"

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CHURCHES - 'PEACE OF MIND' Dear (Customer Name): PEACE OF MIND . . . that's the quality that a place of worship provides for its parishioners. Guidance, joy, comfort, but most importan...

Commercial Lines Marketing Plan: Part I

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Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.

Company Payment Obligations

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COMPANY PAYMENT OBLIGATIONS by the IIABA Virtual University Faculty In this document, the IIABA faculty examines a case in which an insured's account renewed in May, but the policies weren...

Cross-Selling: Are You Maximizing Your Income Potential?

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CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...

Cross-Selling: What Went Wrong?

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JackBurke
CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? ...

CSR Extraordinaire

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CSR EXTRAORDINAIRE by Mary Beth Bolen Tina Roberts currently works as a CSR for Cosmo Conte at his State Farm Insurance Agency in La Jolla, California-one of the top State Farm agencies in North...

Customer Service: Beware The Bureaucratic Trap!

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JackBurke
CUSTOMER SERVICE: BEWARE THE BUREAUCRATIC TRAP! by Jack Burke Self-imposed rules and regulations can often rule, rather than serve, our relationships with customers. In this document, ...

Day Care Centers - Attention To Detail

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DAY CARE CENTERS - ATTENTION TO DETAIL Dear (Customer Name): SEEKING ADVENTURE . . . EXPLORING . . . TAKING RISKS. . . these are all a natural part of growing up. And as a child care specialist, you...

Demand Careful Policy Review

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DEMAND CAREFUL POLICY REVIEW Because insurance policies are legal documents, some risk managers might assume that theyve been subject to meticulous examination by the insurer and the bro...

Develop A Legal Fee Management Strategy Before You Need It

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DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...

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