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suspense
Articles tagged with suspense
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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...
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ON-THE-JOB TRAINING by Monica Woldring Without proper training, the first few days at a new job can be daunting. For employers, every day that a new-hire isnt performing their ...
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The purpose of a suspense system is to call an item to your attention that requires that action be quickly taken. Your suspense system must be regarded as a priority procedure in your office. The system must be accurate, infallible, and easy to use.
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SUSPENSE SYSTEM CONTROL by Mary Beth Bolen A well-run suspense system means better customer service, more cost-effective operation, and a stronger bottom line. When clients call with ...
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TIME OFF: THE GUILT TRIP by Grace Bauer What happens in your agency when an employee calls in sick? As with any other event, if you have a plan in place youll be able to ...
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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...
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COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...
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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. ...
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COMMERCIAL INSURANCE AUDIT PROCEDURE In most agencies, audits are processed much like all other types of mail. Because of the adverse financial impact that an audit can have upon an agency, it i...
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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...