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CSR's Who Sell: Should They Be Treated Like Producers?

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CompleteMarkets Editor, Virginia Bates 4/30/2013 12:00:00 AM
CSRs WHO SELL: SHOULD THEY BE TREATED LIKE PRODUCERS? by Virginia Bates Put your money where your mouth is. Whether principals and managers assume that employees unders...
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Work Flow Procedures Manual -Personal Endorsement Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
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...
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Work Flow Procedures Manual-Commercial Endorsement Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
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 ...
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