procedure

Articles tagged with procedure


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...

Work Flow Procedures Manual-Commercial Endorsement Procedure

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COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...

Workplace Management: Build Consistency

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WORKPLACE MANAGEMENT: BUILD CONSISTENCY by Pamela Millard When things go wrong, a typical first reaction is to think that the employee made a mistake or failed to follow procedures. Often...

X-Dating Another Approach

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In Canada, they call them "expiry dates." In the U.S., they are called "expiration dates."

No matter what name they are given-"renewal dates," "anniversary dates," or any other name-one point is abundantly clear: People are more willing to change their agent or broker at renewal time than at any other time of year.

That is the way it has been in the past, particularly in Personal Lines, and surely that is the way it is going to be in the future.

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