|
|
|
|
|
|
receipt
Articles tagged with receipt
|
|
|
|
|
|
This content has not been rated yet.
PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...
This content has not been rated yet.
RECEIPT OF CLAIM Dear (Customer Name), The claim you reported to us today was immediately forwarded to your insurance company for prompt action. You can expect to hear from the claims adjuster ...
This content has not been rated yet.
RENEWAL POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company We are pleased to enclose your policy, which has been renewed according to your ins...
This content has not been rated yet.
TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...
This content has not been rated yet.
PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...
This content has not been rated yet.
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...
This content has not been rated yet.
PERSONAL INSURANCE NEW BUSINESS PROCEDURE Once a customer has placed the coverage with the agency, what that agency does in the next 30 days will probably determine the long term or short term r...
This content has not been rated yet.
COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...
This content has not been rated yet.
COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...
This content has not been rated yet.
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 ...