policies

Articles tagged with policies


Trade Secrets: Value And Ownership Issues

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CMEditor
Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

Training: Module Iii-C

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CMEditor
TRAINING: MODULE III-C INTRODUCTION The following section covers both producer and CSR training. By going through this section, you will be able to take an inexpe...

What Do Customers Want?

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WHAT DO CUSTOMERS WANT? by Chris Burand Visitors to www.ebix.com , an insurance portal Web site, were asked what their top concern was in purchasing insurance. As many as 56% of respond...

What Does IMSA Mean To You, The Agent?

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WHAT DOES IMSA MEAN TO YOU, THE AGENT? by Richard Weber The Insurance Marketplace Standards Association (IMSA) is one of the more important developments in the Life insurance industry d...

When Workers Can’T, Or Won’T, Work

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DonPhin
A variety of laws govern extended employee absences. Many states have equivalent legislation. These federal and state laws share a common theme: The worker’s needs come first. In this document, Don Phin advises you to maintain compliance, and to go beyond the letter of the law to retain loyal workers.

Whole Life Insurance: Module V-F

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WHOLE LIFE INSURANCE: MODULE V-F THE PRODUCT Whole Life insurance, also referred to as 'ordinary' Life, is the oldest form of permanent Life insurance protectio...

Women's Independent Guide To Insurance

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WOMEN'S INDEPENDENT GUIDE TO INSURANCE Independent Insurance Agents of America Financial Decision Makers The environment in which women now live, work, and care for thei...

Work Flow Procedures Manual- Commercial New Business Procedure

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COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...

Work Flow Procedures Manual -Personal Binder Billing Agency Bill

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PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...

Work Flow Procedures Manual -Personal Endorsement Procedure

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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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