policyholders

Articles tagged with policyholders


Health Insurance

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HEALTH INSURANCE Dear (Customer Name), ISN'T IT TIME TO REVIEW YOUR HEALTH PROGRAM? We have a responsibility to keep our policyholders informed about the many ways in which we can serve ...

Insurance Company Ratings

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INSURANCE COMPANY RATINGS by Chris Burand Do we place too much emphasis on a carriers rating while ignoring other factors and trends that might hold significant insight into a co...

Is Your Business Delivering Outstanding Service?

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IS YOUR BUSINESS DELIVERING OUTSTANDING SERVICE? by Emily Huling Most agencies want it, but few are successful at achieving it: consistent delivery of outstanding customer service. Organi...

Keep Your Clients Out Of Harm’S Way

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KEEP YOUR CLIENTS OUT OF HARMS WAY by Curt Pearsall Lessons from natural disasters can help you protect your clients -- and minimize your E&O exposure. Although your clients mig...

Kpmg Analysis: Adr Gaining Acceptance In Averting Litigation

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The use of alternative dispute resolution (ADR) by the insurance industry might not be new, but a growing number of...

Managing A Client Database

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Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client database. Gathering meaningful data that you can regularly manipulate is the key to successful database management.

Mortgage-Free Home Protection Program

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MORTGAGE-FREE HOME PROTECTION PROGRAM A 'MORTGAGE-FREE' HOME Dear (Customer Name): We talk to many clients who are concerned about the mortgage of their homes should they suddenl...

Sales Campaigns: Module V

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SALES CAMPAIGNS: MODULE V INTRODUCTION This module is designed to give you specific information about marketing selected Life insurance products. You'll find tha...

Social Media-It Ain't Goin' Away

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SOCIAL MEDIA-IT AIN'T GOIN' AWAY by Tom Wetzel Social media. For many insurance companies and producers, the term conjures confusion and skepticism. For a smaller but growing group, social m...

The 2011 Iso Homeowners: New And Improved

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THE 2011 ISO HOMEOWNERS: NEW AND IMPROVED Mary LaPorte The ISO updates to the HO policy took effect on May 1, 2011. The updates in the Homeowner coverage forms and related endorse...

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