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Articles tagged with priority
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ACKNOWLEDGE CLAIM DATE [CLIENT MAIL NAME] [ADDRESS1] [CITY], [STATE] [ZIP] Dear (Customer Name), Thank you for reporting your recent claim so promptly. We have sent the report to [POL...
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AGENCY TELEPHONE PROCEDURES: TIME MANAGEMENT by Karen Flaherty Transferring Telephone Calls There are calls you will not handle personally but will transfer to supervisors or co-wo...
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Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.
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CHOOSING THE RIGHT MARKET FOR YOUR AGENCIES by Janet Lewis After the work that goes into finding and qualifying prospects, getting in the door, and gathering the proper data to quot...
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CREATING INITIATIVES AND OBJECTIVES Your planning meeting should focus on the areas that need atte...
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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.
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E&O: E-MAILS AND BINDING COVERAGE by Curt Pearsall E-mail between agents and their clients is becoming increasingly common. Curt Pearsall recommends that you and your staff develop and implement ...
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ELIMINATE CUSTOMER SERVICE NIGHTMARES WITH 'CARRE' by Jack Fries Wouldnt it great if you could get all of your customers to come back every year? For starters, you should put '...
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EVALUATIONS AND COMPENSATION by Al Diamond When you mention employee evaluations in most insurance agencies, the owners begin to fidget, admitting that they do them spora...
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FIRST CLAIM ACKNOWLEDGEMENT Dear (Customer Name): RE: ( ), ( ), with ( ). Thank you for reporting your recent claim so promptly. We have sent the report to (Name) today, and your claim should be ...