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Best Practices Agencies: The Best Of The Best

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CompleteMarkets Editor, Tom Doran 4/30/2013 12:00:00 AM
BEST PRACTICES AGENCIES: THE BEST OF THE BEST by Tom Doran As a management consultant and one of the authors of The Best Practices Study, it's sometimes a temptation to become...
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Work Flow Procedures Manual- Commercial New Business Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
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...
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