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prospective client

Articles tagged with prospective client

10 Commandments Producers Need To Avoid E&O Claims

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CompleteMarkets Editor 4/30/2013 10:39:13 PM
10 COMMANDMENTS PRODUCERS NEED TO AVOID E&O CLAIMS 1. Have complete knowledge of the prospective client. 2. Understand the insurance coverage yourself. 3. Keep complete document...
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A New Year’S E&O Resolution Guaranteed To Make A Difference

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CompleteMarkets Editor, Curtis Pearsall 6/19/2015 12:00:00 AM
'I’m going to quit smoking.' 'I’m going to drop 15 pounds so I can wear a tux again.' Like us, you probably don’t need help coming up with a New Year’s resolution or two. However, this document by Curt Pearsall offers some resolutions for your agency that are definitely worthwhile.
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The Agency Mission Statement

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CompleteMarkets Editor 4/30/2013 10:41:13 PM
THE AGENCY MISSION STATEMENT An agency mission statement is a simple outline of the agency's overall goal. It should be phrased in terms of meeting the needs of current and potential cl...
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