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property liability

Articles tagged with property liability

Agency Automation: E&O Friend Or Foe? — Part 4

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CompleteMarkets Editor, Curtis Pearsall 7/6/2015 12:00:00 AM
The previous three articles in this series dealt with automation as it pertained to an agency's processing work. This article by Curtis Pearsall will examine how several aspects of automation can help reduce your E&O exposure.
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Family Risk Questionnaire

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CompleteMarkets Editor 4/30/2013 10:38:09 PM
FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...
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Obtaining X-Dates And Qualifying Prospects Telemarketing Script

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CompleteMarkets Editor 4/30/2013 10:40:52 PM
OBTAINING X-DATES AND QUALIFYING PROSPECTS TELEMARKETING SCRIPT Producer: Maybe you can help me. Who is the person responsible for your Business insurance? IF THEY ...
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Printers - Full Coverage Program

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CompleteMarkets Editor 4/30/2013 10:38:09 PM
PRINTERS - FULL COVERAGE PROGRAM Dear (Customer Name): Knowledge and experience . . . that's what you should demand from your insurance agent. Your business is much different from the grocery store...
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Procedure Guide

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CompleteMarkets Editor 4/30/2013 10:38:27 PM
PROCEDURE GUIDE Dear (Customer Name): In order to make the reporting of claims as quick and easy as possible for you, we have enclosed a brief claims procedure guide. We recommend that you keep...
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Work Flow Procedures Manual - Personal Insurance Renewal Procedure Agency Bill

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CompleteMarkets Editor 6/26/2015 12:00:00 AM
CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)
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Work Flow Procedures Manual -Personal Renewal Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...
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